Penn Davis Mcfarland Inc

CRD 110417 · Dallas, TX · $1.4B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110417
SEC number: 801-13038
Firm type: RIA
Assets under management: $1.4B as of Mar 12, 2026
Website: www.pdavis.org ↗
Phone: 214-871-2772
Address: 2626 Cole Ave Ste 504, Dallas, TX, 75204

Advisors at this firm

6 in our index · page 1 of 1

Robert Earl FeltyCRD 4651762 · Dallas, TX

IA Registered
Jeffrey William HelfrichCRD 4455709 · Dallas, TX

IA Registered
Charles Louis NortonCRD 2780934 · Dallas, TX

IA Registered
Robert Van OgdenCRD 1691063 · Dallas, TX

IA Registered
Hope Wimberly RobinsonCRD 7559516 · Dallas, TX

IA Registered
Elizabeth Graham TrecartinCRD 6321557 · Dallas, TX

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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