Also known as penney financial
Penney Financial is a wealth manager based in Houston, US. Founded in 2016. Reported AUM: 212 USD millions.
Public regulatory records matched to Penney Financial from SEC and IRS filings.
Public filings matched to Penney Financial across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Penney Financial is a wealth manager based in Houston, United States, managing approximately $212M in assets.
Penney Financial is headquartered in Houston, United States.
Penney Financial manages approximately $212M in assets under management.
Penney Financial was founded in 2016.
Verified contact details, key decision-makers, and investment preferences for Penney Financial are available on LPbacked. Create a free account to access them.