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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2021
- Office Locations
- 2
Office Locations
About Penn Advisory Group Inc.
Penn Advisory Group Inc. is a Mount Vernon-based RIA with 2 offices. The firm has been operating for 5 years. Managing $53.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 2 advisory representatives and 70 clients, or 35 clients per representative. That equates to $759.2K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on September 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROBERT DAVID PENN SR
Investment Advisor, Managing Member
- CRD
- #1955142
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DANIEL ADAM BROOKS
Senior Financial Advisor
- CRD
- #3232861
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,851,871 | -- |
| Non-Discretionary | $1,290,829 | -- |
| Total | $53,142,700 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Penn Advisory Group Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.