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PA
RIA · CRD 315991State-Registered Investment Adviser

Updated:

Penn Advisory Group

PENN ADVISORY GROUP INC. is a state-registered investment adviser in MOUNT VERNON, IA. The firm manages $53 million in assets, $52 million on a discretionary...

Overview

PENN ADVISORY GROUP INC. is a state-registered investment adviser in MOUNT VERNON, IA. The firm manages $53 million in assets, $52 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Mount Vernon

Corporate office

New York, NY, United States

Frequently asked questions

What is the investment focus of Penn Advisory Group?

Penn Advisory Group does not publicly disclose its investment strategy or target sectors. The firm's website and public filings provide no information on asset-class preferences, stage focus, or geographic allocation.

Who are the principals at Penn Advisory Group?

The names and roles of principals at Penn Advisory Group are not publicly available. No executive biographies or team pages exist in the public domain.

What is known about Penn Advisory Group's investment deployment?

No specific deals, co-investments, or fund commitments by Penn Advisory Group appear in public records. The firm's deployment pace and strategy remain undisclosed.

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