SEC Form ADV · CIK 2049857

PENNEY FINANCIAL

Firm profile: Penney Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$303.5M
Assets Under Management
24
Total Clients
3
Employees
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Registration Details

CIK
2049857
Accession
crd-282084
Location
HOUSTON, TX
Filing Date
September 24, 2026
AUM
$303.5M
Total Clients
24
Institutional Clients
1
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

PENNEY FINANCIAL is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $303.5M in assets across 24 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.