PENNEY FINANCIAL, LLC
Doing business as PENNEY FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$303,508,319
Discretionary
$303,508,319
Non-discretionary
$0
Firm details
- CRD number
- 282084
- SEC file number
- 801-122353
- Main office
- HOUSTON, TX, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://PENNEYFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.