Form D Explorer

PENN INVESTMENT ADVISORS, INC.

SEC file number 801-70683 · BALA CYNWYD, PA
https://upenn.edu ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$574.4M
Discretionary AUM
$574.4M
Employees
9
Clients
1139

Firm

Address
1 BELMONT AVE
BALA CYNWYD, PA 19004
Phone
—
Website
https://upenn.edu
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)