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Penn Advisory Group
PENN ADVISORY GROUP INC. is an SEC-registered investment adviser in MOUNT VERNON, IA. The firm manages $53 million in assets, $52 million on a discretionary...
Penn Advisory Group
PENN ADVISORY GROUP INC. is an SEC-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
Single Family Office
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.
Does Penn Advisory Group manage capital for external investors?
Based on available information, Penn Advisory Group operates as a single-family office. There is no evidence it manages capital for external clients or investors.
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.
How is Penn Advisory Group structured as a family office?
Penn Advisory Group is structured as a single-family office, serving a single family's investment needs. It does not appear to operate a multi-family office or offer advisory services to other families.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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