Unclaimed Profile

Stephanie M Schwartzberg

PENN INVESTMENT ADVISORS, INC.·DOYLESTOWN, Pennsylvania

Clean recordPENN INVESTMENT ADVISORS, INC.

3969 DURHAM RD, DOYLESTOWN, PA 18902CRD# 6305306Firm CRD# 151715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie M Schwartzberg · DOYLESTOWN, PA

Registration

CRD #6305306 · PENN INVESTMENT ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephanie M Schwartzberg is a registered financial advisor based in DOYLESTOWN, Pennsylvania, affiliated with PENN INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PENN INVESTMENT ADVISORS, INC.

AUM

$574M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENN INVESTMENT ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6305306

Firm CRD# 151715

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Frequently Asked Questions

What services does Stephanie M Schwartzberg offer?

Stephanie M Schwartzberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Stephanie M Schwartzberg's credentials?

Stephanie M Schwartzberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie M Schwartzberg located?

Stephanie M Schwartzberg is based in DOYLESTOWN, Pennsylvania, working with PENN INVESTMENT ADVISORS, INC.. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Stephanie M Schwartzberg charge for services?

Stephanie M Schwartzberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENN INVESTMENT ADVISORS, INC.?

PENN INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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