Penn Advisory Group Inc.

Overview

Penn Advisory Group Inc. is an independent, privately owned registered investment adviser organized as a corporation that focuses on serving individual and family clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. It is not positioned as an ESG-focused manager, nor as a multi-state or newly formed adviser. The firm lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives