P
$4.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
32 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1994
- Office Locations
- 1
Office Locations
-- East Stroudsburg PA
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.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$173.2K AVG AUM / CLIENT
32.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Investment Themes
Optima Pathway Matrix timber
Investment Vehicles
Fusion
Services
Matrix Foundation Capital quantum Legacy Vital Optima element Legacy Alpha north
Owner & Executives
GLENN ALLEN VAN GIESON
Financial Advisor, General Partner, President
- CRD
- #1218221
- Ownership
- 75% or more
(928) 629-1947
capital.value@summitcapital.com
in linkedin.com/in/quantum-prime
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $4,848,888
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,822,248,197 | 100.0% |
| Total | $3,822,248,197 | 100.0% |