Sign in
Create a free account
PENN INVESTMENT ADVISORS, INC.
BALA CYNWYD, PA
1.800.626.1027
SEC #801-70683Total AUM
$574.4M
Employees
9Clients
1,139Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 BELMONT AVE
BALA CYNWYD
PA 19004
United States
BALA CYNWYD
PA 19004
United States
Operating Hours
8:30AM - 5:00PM EST
Monday - Friday
Monday - Friday
Phone
1.800.626.1027
Other Offices
1
Financials
Total AUM
$574.4M
Accounts
1,139Discretionary
$574.4M
Accounts
1,139Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,049AUM
$118.8M
HNW Individual Clients
49AUM
$102.5M
Pension/Profit Sharing Plan Clients
32AUM
$322.9M
Charitable Organization Clients
1AUM
$5.1M
Government Entity Clients
1AUM
$20.5M
Corporation or Business Clients
4AUM
$3.1M
Other Clients
3AUM
$1.5M
Description of Other Clients
NON-PROFIT
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAIAILINKYMAMDMIMTNCNJNVNYOHORPASCTNTXVAWA
Affiliates
Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.