Penn Davis Mcfarland is an investment advisor in Dallas with $629.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
751544973
SEC advisor number
801-13038
FINRA CRD number
110417
AUM ?
$843.20 mm
(as of 5 Mar 24)
Accounts
247
(as of 5 Mar 24)
Employees
9
(3 investment advisory or research)
Address
Penn Davis Mcfarland
2626 COLE AVENUE
SUITE 504
DALLAS
TX 75204
2626 COLE AVENUE
SUITE 504
DALLAS
TX 75204
Phone
2148712772
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22