PENN ADVISORY GROUP INC.

PENN ADVISORY GROUP INC. of MOUNT VERNON, IA is an SEC-registered investment adviser (CRD 315991). Regulatory assets under management: $53.1M.

Registration

• CRD: 315991
• Type: Registered investment adviser
• Location: 1307 3RD STREET SW, MOUNT VERNON, IA, 52314
• Phone: 319-535-0262
• Latest filing: 2026-05-19
• Regulatory AUM: $53.1M
• Discretionary AUM: $51.9M
• Non-discretionary AUM: $1.3M
• Clients: 2
• Accounts: 231

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315991 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search