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PERRYMAN FINANCIAL ADVISORY, INC.
12221 Merit Dr Ste 1660
Dallas, Texas 75251
Tel: 972-770-4800
About PERRYMAN FINANCIAL ADVISORY, INC.
PERRYMAN FINANCIAL ADVISORY, INC, formally registered with the SEC as PERRYMAN FINANCIAL ADVISORY, INC. The firm was established in 12/23/1994. They have over 1 offices throughout the country.
PERRYMAN FINANCIAL ADVISORY, INC. is a Dallas, Texas based Financial Planning firm with nearly $670,275,000 assets under management, offering retirement planning & investment advisory services to 472 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107653 |
| SEC# | 801-48109 |
| Assets Managed by Firm | $670,275,000 |
| No. of Clients | 472 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 472 | $670,275,000 |
| Individuals (other than high net worth individuals) | 334 | $222,000,000 |
| High net worth individuals | 117 | $412,475,000 |
| Pension and profit sharing plans | 21 | $35,800,000 |
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