Unclaimed Profile

Frederick Mckinney Penn

PENN DAVIS MCFARLAND INC·DALLAS, Texas

Clean record48 years registeredPENN DAVIS MCFARLAND INC

2626 COLE AVE STE 504, DALLAS, TX 75204CRD# 4385152Firm CRD# 110417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frederick Mckinney Penn · DALLAS, TX

Registration

CRD #4385152 · PENN DAVIS MCFARLAND INC · 48 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PENN DAVIS MCFARLAND INC

PENN DAVIS MCFARLAND INC

Jun 1978 – Oct 2020

DALLAS, TX

Registrations & Exams

Registration record

First registered · June 2, 1978

Years registered · 48

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENN DAVIS MCFARLAND INC

CRD 110417 · SEC 801-13038

AUM

$843M

Regulatory assets under management

Employees

247 client accounts

Services offered by PENN DAVIS MCFARLAND INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PENN DAVIS MCFARLAND INC →

Introduction

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Frequently Asked Questions

What services does Frederick Mckinney Penn offer?

Frederick Mckinney Penn specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Frederick Mckinney Penn's credentials?

Frederick Mckinney Penn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frederick Mckinney Penn located?

Frederick Mckinney Penn is based in DALLAS, Texas, last registered with PENN DAVIS MCFARLAND INC.

How does Frederick Mckinney Penn charge for services?

Frederick Mckinney Penn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENN DAVIS MCFARLAND INC?

PENN DAVIS MCFARLAND INC has approximately 11 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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