Penn Davis Mcfarland Inc
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 110417
- Registered since
- May 12, 1977
- Website
- www.pdavis.org
- Custodians
- CHARLES SCHWAB & CO., INC., FROST BROKERAGE SERVICES, INC., BANK OF AMERICA / PRIVATE BANK
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.93%
- Charitable Organizations2.23%
- Pension & Profit Sharing Plans1.49%
- Individuals0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Penn Davis Mcfarland Inc. is an independent, SEC-registered registered investment adviser operating as a corporation and controlled by individual owners. Founded and registered with the SEC in 1977, the firm serves individual and family clients on a fee basis tied to assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The firm does not describe itself as a capital allocator, is not a multi-state adviser, and does not identify as an active ESG investor or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds11%
- Cash & Cash Equivalents11%
- State & Local Bonds1%
- Public Funds/Mutual Funds1%
Contacts
3 of 6
Hope Robinson
Senior Financial PlannerCRD 7559516
Robert Felty
Client RelationsCRD 4651762
Charles Norton
PrincipalCRD 2780934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$4.7M in ETFs
100%
$4.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.7M | 7,283 | 56.55% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2626 Cole Ave
- Time zone
- CT (UTC-6)
- Office locations
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