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PENN DAVIS MCFARLAND INC
2626 Cole Ave Ste 504
Dallas, Texas 75204
Tel: 214-871-2772
About PENN DAVIS MCFARLAND INC
PENN DAVIS MCFARLAND INC, formally registered with the SEC as PENN DAVIS MCFARLAND INC. The firm was established in 05/12/1977. They have over 2 offices throughout the country.
PENN DAVIS MCFARLAND INC is a Dallas, Texas based Financial Planning firm with nearly $843,202,523 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110417 |
| SEC# | 801-13038 |
| Assets Managed by Firm | $843,202,523 |
| No. of Clients | 247 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 247 | $843,202,523 |
| Individuals (other than high net worth individuals) | 27 | $13,774,831 |
| High net worth individuals | 101 | $807,761,828 |
| Charitable organizations | Fewer than 5 clients | $21,665,864 |
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