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Building 2PENN INVESTMENT ADVISORS, INC.

Map pinBALA CYNWYD, PA
Phone1.800.626.1027
NotebookSEC #801-70683
Total AUM
$574.4M
Employees
9
Clients
1,139

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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