Key facts
- PENNEY FINANCIAL is a other based in HOUSTON, TX.
- PENNEY FINANCIAL reports $36K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 282084- Regulatory AUM
- $36K
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PENNEY FINANCIAL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PENNEY FINANCIAL are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PENNEY FINANCIAL's AUM?
- PENNEY FINANCIAL manages approximately $36K in assets.