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PENN DAVIS MCFARLAND INC
CRD 110417 · SEC 801-13038
2626 COLE AVE STE 504, DALLAS, TX, 75204, United States
Phone
214-871-2772
Fax
214-953-0718
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.36B
Discretionary AUM
$1.36B
Team
10 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $4.8M |
| High net worth individuals | 193 | $1.31B |
States served
CA, CO, MT, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD