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 registered investment adviser organized as a corporation and in business since the late 1970s. The firm serves individual and family clients, charging fees as a percentage of assets under management, and focuses on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. It does not position itself as a capital allocator and is not registered as a multi-state adviser; the firm is not identified as an active ESG investor and does not provide pension consulting or operate as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 6Hope Robinson
Senior Financial PlannerCRD 7559516
ROBERT FELTY
Client RelationsCRD 4651762
CHARLES NORTON
Portfolio ManagerCRD 2780934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$4.8M in ETFs
100%
$4.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $3.1M | 7,283 | 65.17% |
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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