PENN FIRST ADVISORS

PENN FIRST ADVISORS is an SEC-registered investment adviser (CRD 123356). Regulatory assets under management: $4.8M.

Registration

• CRD: 123356
• Type: Registered investment adviser
• Phone: 570-629-9025
• Latest filing: 2026-02-09
• Regulatory AUM: $4.8M
• Non-discretionary AUM: $4.8M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123356 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search