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PENN ADVISORY GROUP INC.

Advisory

MOUNT VERNON, IA

Data as of May 19, 2026 · Source: SEC Form ADV

Rank in IA

#141

of 154 advisers by AUM

Average account

$230K

across 231 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$53M

Discretionary AUM$52M

Non-Discretionary AUM$1M

Discretionary %97.6%

Total Clients70

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, IA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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