Penn Davis McFarland Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Penn Davis McFarland Inc
CRD #110417
SEC #801-13038
CIK #1108893
AUM $447.9 MM (100% Disc, 100% US, 2019-12-13)
Employees10 (40% Investors, 0% Brokers)
Phone214-871-2772
Address2626 Cole Ave Ste 504
Dallas, TX 75204
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
58046434823211601999200620132021
Sector Issuer Cap ($MM) Value ($MM)
GOOG 967,290.0 28.8
QCOM 87,770.0 26.2
EPD 42,320.0 26.0
NLSN 5,060.0 19.8
GOOGL 970,260.0 17.8
KMI 35,740.0 17.2
AAPL 1,372,810.0 11.5
GILD 91,800.0 11.2
CHKP 15,390.0 11.0
XYL 11,740.0 10.9
View All
Holdings by Sector ($)
0.40.30.20.20.10.02014201620182020
Comparable Firms State AUM ($BB)
Ten Capital Wealth Advisors LLC
WA 0.5
Efficient Wealth Management LLC
TX 0.5
Providence Wealth Advisors LLC
IL 0.5
Karafin Arthur Sheldon
PA 0.5
Swisspartners Advisors AG
0.4
Ritter Daniher Financial Advisory LLC
OH 0.4
Youngs Advisory Group Inc
PA 0.4
Aberdeen Wealth Management LLC
IL 0.4
TCFG Investment Advisors LLC
CA 0.4
Bridge Advisory LLC
CA 0.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com