Penn Advisory Group Inc.
Firm details
- Headquarters
- Mount Vernon, Iowa
- CRD number
- 315991
- Website
- pennadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.18%
- Individuals34.57%
- Corporations / Businesses1.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Penn Advisory Group Inc. is an independent, owner-operated registered investment adviser serving individuals and families. Its primary client work centers on financial planning and discretionary portfolio management for individuals and small businesses, with some pension consulting services. The firm bills clients through a mix of percentage-of-assets-under-management, hourly, and fixed-fee arrangements. The firm is affiliated with an insurance company for industry relationships and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities28%
- Cash & Cash Equivalents5%
- Other4%
Contacts
2 of 2Daniel Brooks
Senior Financial AdvisorCRD 3232861
Robert Penn
Owner, Investment Adviser RepresentativeCRD 1955142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mount Vernon, IA
Linn
Location
Mount Vernon, IA
Headquartered in Mount Vernon, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.
- Metro area
- Cedar Rapids-Iowa City, IA
- Region
- Midwest
- County
- Linn
- Address
- 1307 3rd St Sw
- Time zone
- CT (UTC-6)
- Office locations
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