P
$53.1M Total AUM
$51.9M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
4 yrs Firm Age
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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
-- Mount Vernon IA
-- Peoria AZ
About Penn Advisory Group Inc.
Penn Advisory Group Inc. is a Mount Vernon-based RIA with 2 offices. The firm has been operating for 4 years. Managing $53.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
48 AVG AGE
$26.6M AVG AUM / ADVISOR
$759.2K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT DAVID PENN SR
Investment Advisor, Managing Member
- CRD
- #1955142
- Ownership
- 75% or more
Available
Available
Available
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D
DANIEL ADAM BROOKS
--
- CRD
- #3232861
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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