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PENN ADVISORY GROUP INC.
CRD 315991
1307 3RD STREET SW, MOUNT VERNON, IA, 52314, United States
Phone
319-535-0262
Fax
877-711-8455
Registration
— (—)
Source
State registered
Total AUM
$53.1M
Discretionary AUM
$51.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $18.4M |
| High net worth individuals | 15 | $34.1M |
Official SEC filing: View on IAPD