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PERMIAN
3401 Armstrong Ave
Dallas, Texas 75205
Tel: 212-257-6080
About PERMIAN
PERMIAN, formally registered with the SEC as PERMIAN. The firm was established in 05/10/2011. They have over 2 offices throughout the country.
PERMIAN is a Dallas, Texas based Financial Planning firm with nearly $2,225,591,459 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156893 |
| SEC# | 801-72321 |
| Assets Managed by Firm | $2,225,591,459 |
| No. of Clients | 8 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $2,225,591,459 |
| Pension and profit sharing plans | 1 | $44,556,047 |
| Charitable organizations | 3 | $337,837,464 |
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