SEC Form ADV · CIK 2049857

PENNEY FINANCIAL

Registered Investment AdviserTX
$303.5M
Assets Under Management
465
Total Clients
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Registration Details

CIK
2049857
Accession
CRD-282084
Location
HOUSTON, TX
Filing Date
March 24, 2026
AUM
$303.5M
Total Clients
465
Amendment
No

About this Adviser

PENNEY FINANCIAL is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $303.5M in assets across 465 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.