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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1994
- Office Locations
- 1
Office Locations
About Penn First Advisors
Penn First Advisors (VanGieson.net) is a boutique East Stroudsburg, PA RIA led by CFP® professional Glenn Van Gieson (40+ years). The firm serves individuals and families across the Poconos/Lehigh Valley with holistic financial planning—retirement, tax and estate considerations—and ongoing investment management focused on asset allocation, portfolio construction, and tax management. Custody: SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $173.2K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
GLENN ALLEN VAN GIESON
Financial Advisor, General Partner, President
- CRD
- #1218221
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,848,888 | -- |
| Total | $4,848,888 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Penn First Advisors has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.