PENN ADVISORY GROUP INC.

Overview

Penn Advisory Group Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm primarily serves individual and family clients and combines portfolio management with financial planning. It also maintains an insurance brokerage function, which aligns with its use of annuities in client solutions. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm reports not being an active ESG investor and is not designated as a multi-state adviser. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its positioning reflects a hybrid planning-and-investment practice that integrates insurance products alongside traditional investment management.

Assets & Accounts

Investments & Alternatives

Location & Offices