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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