PENN DAVIS MCFARLAND INC

DALLAS, Texas·6 registered advisors·CRD# 110417
SEC# 801-130381214-871-2772
01

Firm Overview

AUM
$843M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PENN DAVIS MCFARLAND INC

6 registered advisors
Frederick Mckinney Penn
DALLAS, Texas
Jeffrey William Helfrich
DALLAS, Texas
John Hopkins Davis
DALLAS, Texas
John Samuel Mcfarland
DALLAS, Texas
Robert Earl Felty
DALLAS, Texas
Robert Van Ogden
DALLAS, Texas
05

Office Locations

DALLAS, Texas
6 advisors

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Data sourced from SEC Form ADV filings. PENN DAVIS MCFARLAND INC (CRD# 110417) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.