PENN INVESTMENT ADVISORS, INC.

BALA CYNWYD, Pennsylvania·14 registered advisors·CRD# 151715
SEC# 801-7068311.800.626.1027
01

Firm Overview

AUM
$574M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
14
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 PlanningInvestment ManagementWealth Management
04

Advisors at PENN INVESTMENT ADVISORS, INC.

14 registered advisors
Angelo Mark Papalia
DANVILLE, Pennsylvania
Christian Myers Wagner
BALA CYNWYD, Pennsylvania
David Fleisher Ii
BALA CYNWYD, Pennsylvania
Frederick Eberhard Schea
DOYLESTOWN, Pennsylvania
George Roberts Breuninger
BALA CYNWYD, Pennsylvania
Jerome Pancratius Arrison
DANVILLE, Pennsylvania
Kimberly Weichel
DOYLESTOWN, Pennsylvania
Ned Michael Shanahan
DANVILLE, Pennsylvania
Raymond Thomas Spinelli
DOYLESTOWN, Pennsylvania
Sean Michael Schmid
BALA CYNWYD, Pennsylvania
Stephanie M Schwartzberg
DOYLESTOWN, Pennsylvania
Todd Russell Hurley
DANVILLE, Pennsylvania
Vlad Uchenik
DOYLESTOWN, Pennsylvania
Walter Howard Cressman
DANVILLE, Pennsylvania
05

Office Locations

DANVILLE, Pennsylvania
5 advisors
DOYLESTOWN, Pennsylvania
5 advisors
BALA CYNWYD, Pennsylvania
4 advisors

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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.