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

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
SEC EDGAR: View original filing →

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.

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