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PENN DAVIS MCFARLAND INC
PENN DAVIS MCFARLAND INC
DALLAS, Texas
·
6 registered advisors
·
CRD# 110417
SEC# 801-13038
1
214-871-2772
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 Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PENN DAVIS MCFARLAND INC
6 registered advisors
Frederick Mckinney Penn
DALLAS, Texas
CRD# 4385152
Jeffrey William Helfrich
DALLAS, Texas
CRD# 4455709
John Hopkins Davis
DALLAS, Texas
CRD# 4385156
John Samuel Mcfarland
DALLAS, Texas
CRD# 4385144
Robert Earl Felty
DALLAS, Texas
CRD# 4651762
Robert Van Ogden
DALLAS, Texas
CRD# 1691063
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
.