|
⚲
|
| Penn Davis McFarland Inc
✚
|
|
|---|---|
| CRD # | 110417 |
| SEC # | 801-13038 |
| CIK # | 0001108893 |
| AUM | $698.1 MM (2023-03-01) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 214-871-2772 |
| Address | 2626 Cole Ave Ste 504 Dallas, TX 75204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 19.3 |
| (b) Individuals (high net worth individuals) | 88 | 657.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 21.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 698.1 |
| By Discretionary | ||
| Discretionary | 215 | 692.4 |
| Non-Discretionary | 1 | 5.7 |
| Total | 216 | 698.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 698.1 | |
| Total | 216 | 698.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001108893] |
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|---|---|---|
|
Aufman Associates Inc
✚
|
PA | 0.7 |
|
T Rowe Price Advisory Services Inc
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|
MD | 0.7 |
|
Makrod Investment Associates Inc
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NJ | 0.7 |
|
The Pacific Center for Financial Services
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CA | 0.7 |
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James J Burns & Company LLC
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NY | 0.7 |
|
Chemistry Wealth Management LLC
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NY | 0.7 |
|
Altiora Financial Group LLC
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|
OH | 0.7 |
|
Avion Wealth LLC
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|
TX | 0.7 |
|
Greatmark Investment Partners Inc
✚
|
GA | 0.7 |
|
Systm Wealth Solutions LLC
✚
|
IL | 0.7 |