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PENNEY FINANCIAL
800 Town And Country Blvd
Suite 500
Houston, Texas 77024-4563
Tel: 713-300-5165
About PENNEY FINANCIAL
PENNEY FINANCIAL, formally registered with the SEC as PENNEY FINANCIAL. The firm was established in 09/20/2021. They have over 6 offices throughout the country.
PENNEY FINANCIAL is a Houston, Texas based Financial Planning firm with nearly $185,855,222 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282084 |
| SEC# | 801-122353 |
| Assets Managed by Firm | $185,855,222 |
| No. of Clients | 355 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 355 | $185,855,222 |
| Individuals (other than high net worth individuals) | 16 | $6,683,317 |
| High net worth individuals | 68 | $175,090,827 |
| Charitable organizations | 1 | $4,081,078 |
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