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Stephanie M Schwartzberg

PENN INVESTMENT ADVISORS, INC.·DOYLESTOWN, Pennsylvania
Unclaimed Profile
3969 DURHAM RD, DOYLESTOWN, PA 18902CRD# 6305306Firm CRD# 151715
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PENN INVESTMENT ADVISORS, INC.
PENN INVESTMENT ADVISORS, INC.
AUM
$574M
Regulatory assets under management
Employees
9
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6305306
Firm CRD# 151715
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in DOYLESTOWN
Charles Fox Steege — SFG INVESTMENT ADVISORS, INC.Kelly Jay Groff — SFG INVESTMENT ADVISORS, INC.Susan Mathers Steege — SFG INVESTMENT ADVISORS, INC.Adam Michael Newman — SFG INVESTMENT ADVISORS, INC.Martin Floyd Kurtz — THE MARSHALL FINANCIAL GROUP, INC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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