Penn Davis Mcfarland Inc.

Penn Davis Mcfarland Inc. (CRD# 110417) is a financial advisory firm headquartered in Dallas, TX. They manage $843,202,523 in 247 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2626 Cole Ave Ste 504, Dallas, TX 75204
https://www.linkedin.com/penndavismcfarland
By the Numbers
  • Total Assets Under Management
    843
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $3,413,775
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Penn Davis Mcfarland Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert Felty, financial advisor Dallas TX
Robert E. Felty
CRD#: 4651762
2626 Cole Ave Ste 504, Dallas, TX 75204

Robert Felty (CRD# 4651762) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has over 20 years of experience in the finance industry.

2
Jeffrey Helfrich, financial advisor Dallas TX
Jeffrey W. Helfrich
CRD#: 4455709
2626 Cole Ave Ste 504, Dallas, TX 75204

Jeffrey Helfrich (CRD# 4455709) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has 1 year of experience in the finance industry.

3
Charles Norton, financial advisor Dallas TX
Charles L. Norton
CRD#: 2780934
2626 Cole Ave Ste 504, Dallas, TX 75204

Charles Norton (CRD# 2780934) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has over 25 years of experience in the finance industry.

4
Robert Ogden, financial advisor Dallas TX
Robert V. Ogden
CRD#: 1691063
2626 Cole Ave,, Suite 504, Dallas, TX 75204

Robert Ogden (CRD# 1691063) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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