PENN INVESTMENT ADVISORS, INC.
CRD #151715 SEC #801-70683 BALA CYNWYD, PA 1.800.626.1027
SEC Registered
Total AUM
$574.4M
Discretionary
$574.4M
Employees
9
Clients
11
Accounts
1,139
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $574.4M | $574.4M | $0 | 9 | 1,139 |
| Nov 2022 | $718.9M | $718.9M | $0 | 10 | 1,333 |
| Oct 2022 | $718.9M | $718.9M | $0 | 10 | 1,333 |
| Mar 2022 | $718.9M | $718.9M | $0 | 10 | 1,333 |
| Mar 2022 | $718.9M | $718.9M | $0 | 10 | 1,333 |
| Mar 2021 | $595.2M | $595.2M | $0 | 12 | 1,326 |
| Sep 2020 | $602.9M | $582.2M | $20.7M | 15 | 1,499 |
| Jun 2020 | $602.9M | $582.2M | $20.7M | 15 | 1,499 |
| Mar 2020 | $602.9M | $582.2M | $20.7M | 15 | 1,499 |
| Mar 2019 | $568.9M | $543.8M | $25.1M | 16 | 0 |
| Jul 2018 | $584.8M | $562.8M | $22M | 16 | 0 |
| Mar 2018 | $584.8M | $562.8M | $22M | 16 | 0 |
| Dec 2017 | $538.6M | $512.6M | $25.9M | 18 | 0 |
| Sep 2017 | $538.6M | $512.6M | $25.9M | 18 | 1,100 |
| May 2017 | $538.6M | $512.6M | $25.9M | 18 | 1,100 |
| Mar 2017 | $538.6M | $512.6M | $25.9M | 18 | 1,100 |
| Jun 2016 | $542.2M | $340.8M | $201.4M | 16 | 1,000 |
| Mar 2016 | $542.2M | $340.8M | $201.4M | 16 | 1,000 |
| Jan 2016 | $246.3M | $217.2M | $29M | 10 | 900 |
| Oct 2015 | $246.3M | $217.2M | $29M | 10 | 900 |
| Aug 2015 | $246.3M | $217.2M | $29M | 10 | 900 |
| Aug 2015 | $246.3M | $217.2M | $29M | 10 | 900 |
| Apr 2015 | $246.3M | $217.2M | $29M | 10 | 900 |
| Apr 2015 | $246.3M | $217.2M | $29M | 10 | 900 |
| Mar 2015 | $246.3M | $217.2M | $29M | 10 | 900 |
| Jan 2015 | $318.2M | $318.2M | $0 | 4 | 700 |
| Oct 2014 | $318.2M | $318.2M | $0 | 4 | 700 |
| Jun 2014 | $318.2M | $318.2M | $0 | 4 | 700 |
| Apr 2014 | $318.2M | $318.2M | $0 | 4 | 700 |
| Jan 2014 | $261.4M | $226M | $35.4M | 9 | 600 |
| Jul 2013 | $261.4M | $226M | $35.4M | 9 | 600 |
| Apr 2013 | $261.4M | $226M | $35.4M | 9 | 600 |
| Jan 2013 | $295.9M | $295.9M | $0 | 20 | 600 |
| Mar 2012 | $295.9M | $295.9M | $0 | 11 | 600 |
| Apr 2011 | $313.3M | $313.3M | $0 | -- | -- |
| Apr 2011 | $313.3M | $313.3M | $0 | -- | -- |
| Jan 2011 | $265.1M | $265.1M | $0 | -- | -- |
| Jan 2010 | $251.9M | $251.9M | $0 | -- | -- |
| Oct 2009 | $178.7M | $178.7M | $0 | -- | -- |
| Sep 2009 | $178.7M | $178.7M | $0 | -- | -- |
DateMar 2023
Total AUM$574.4M
Discretionary$574.4M
Non-Disc.$0
Employees9
Clients1,139
DateNov 2022
Total AUM$718.9M
Discretionary$718.9M
Non-Disc.$0
Employees10
Clients1,333
DateOct 2022
Total AUM$718.9M
Discretionary$718.9M
Non-Disc.$0
Employees10
Clients1,333
DateMar 2022
Total AUM$718.9M
Discretionary$718.9M
Non-Disc.$0
Employees10
Clients1,333
DateMar 2022
Total AUM$718.9M
Discretionary$718.9M
Non-Disc.$0
Employees10
Clients1,333
DateMar 2021
Total AUM$595.2M
Discretionary$595.2M
Non-Disc.$0
Employees12
Clients1,326
DateSep 2020
Total AUM$602.9M
Discretionary$582.2M
Non-Disc.$20.7M
Employees15
Clients1,499
DateJun 2020
Total AUM$602.9M
Discretionary$582.2M
Non-Disc.$20.7M
Employees15
Clients1,499
DateMar 2020
Total AUM$602.9M
Discretionary$582.2M
Non-Disc.$20.7M
Employees15
Clients1,499
DateMar 2019
Total AUM$568.9M
Discretionary$543.8M
Non-Disc.$25.1M
Employees16
Clients0
DateJul 2018
Total AUM$584.8M
Discretionary$562.8M
Non-Disc.$22M
Employees16
Clients0
DateMar 2018
Total AUM$584.8M
Discretionary$562.8M
Non-Disc.$22M
Employees16
Clients0
DateDec 2017
Total AUM$538.6M
Discretionary$512.6M
Non-Disc.$25.9M
Employees18
Clients0
DateSep 2017
Total AUM$538.6M
Discretionary$512.6M
Non-Disc.$25.9M
Employees18
Clients1,100
DateMay 2017
Total AUM$538.6M
Discretionary$512.6M
Non-Disc.$25.9M
Employees18
Clients1,100
DateMar 2017
Total AUM$538.6M
Discretionary$512.6M
Non-Disc.$25.9M
Employees18
Clients1,100
DateJun 2016
Total AUM$542.2M
Discretionary$340.8M
Non-Disc.$201.4M
Employees16
Clients1,000
DateMar 2016
Total AUM$542.2M
Discretionary$340.8M
Non-Disc.$201.4M
Employees16
Clients1,000
DateJan 2016
Total AUM$246.3M
Discretionary$217.2M
Non-Disc.$29M
Employees10
Clients900
DateOct 2015
Total AUM$246.3M
Discretionary$217.2M
Non-Disc.$29M
Employees10
Clients900
DateAug 2015
Total AUM$246.3M
Discretionary$217.2M
Non-Disc.$29M
Employees10
Clients900
DateAug 2015
Total AUM$246.3M
Discretionary$217.2M
Non-Disc.$29M
Employees10
Clients900
DateApr 2015
Total AUM$246.3M
Discretionary$217.2M
Non-Disc.$29M
Employees10
Clients900
DateApr 2015
Total AUM$246.3M
Discretionary$217.2M
Non-Disc.$29M
Employees10
Clients900
DateMar 2015
Total AUM$246.3M
Discretionary$217.2M
Non-Disc.$29M
Employees10
Clients900
DateJan 2015
Total AUM$318.2M
Discretionary$318.2M
Non-Disc.$0
Employees4
Clients700
DateOct 2014
Total AUM$318.2M
Discretionary$318.2M
Non-Disc.$0
Employees4
Clients700
DateJun 2014
Total AUM$318.2M
Discretionary$318.2M
Non-Disc.$0
Employees4
Clients700
DateApr 2014
Total AUM$318.2M
Discretionary$318.2M
Non-Disc.$0
Employees4
Clients700
DateJan 2014
Total AUM$261.4M
Discretionary$226M
Non-Disc.$35.4M
Employees9
Clients600
DateJul 2013
Total AUM$261.4M
Discretionary$226M
Non-Disc.$35.4M
Employees9
Clients600
DateApr 2013
Total AUM$261.4M
Discretionary$226M
Non-Disc.$35.4M
Employees9
Clients600
DateJan 2013
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees20
Clients600
DateMar 2012
Total AUM$295.9M
Discretionary$295.9M
Non-Disc.$0
Employees11
Clients600
DateApr 2011
Total AUM$313.3M
Discretionary$313.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$313.3M
Discretionary$313.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$265.1M
Discretionary$265.1M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees--
Clients--