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PENN INVESTMENT ADVISORS, INC.
PENN INVESTMENT ADVISORS, INC.
BALA CYNWYD, Pennsylvania
·
6 registered advisors
·
CRD# 151715
SEC# 801-70683
1
1.800.626.1027
01
Firm Overview
AUM
$574M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PENN INVESTMENT ADVISORS, INC.
6 registered advisors
Christian Myers Wagner
BALA CYNWYD, Pennsylvania
CRD# 2095048
David Fleisher Ii
BALA CYNWYD, Pennsylvania
CRD# 1845151
Ned Michael Shanahan
DANVILLE, Pennsylvania
CRD# 1438885
Raymond Thomas Spinelli
DOYLESTOWN, Pennsylvania
CRD# 1676130
Sean Michael Schmid
BALA CYNWYD, Pennsylvania
CRD# 4252140
Vlad Uchenik
DOYLESTOWN, Pennsylvania
CRD# 4071805
05
Office Locations
BALA CYNWYD, Pennsylvania
3 advisors
DOYLESTOWN, Pennsylvania
2 advisors
DANVILLE, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. PENN INVESTMENT ADVISORS, INC. (CRD# 151715) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.