|
⚲
|
| A J Perry & Company Inc
✚
|
|
|---|---|
| CRD # | 107041 |
| SEC # | 801-134868 |
| CIK # | |
| AUM | $108.8 M (2026-02-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 410-539-1144 |
| Address | 408 Allegheny Avenue Towson, MD 21204 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 14.4 |
| (b) Individuals (high net worth individuals) | 38 | 89.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 97 | 108.8 |
| By Discretionary | ||
| Discretionary | 91 | 105.3 |
| Non-Discretionary | 6 | 3.5 |
| Total | 97 | 108.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 108.8 | |
| Total | 97 | 108.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alpha Financial Management Inc
✚
|
GA | 0.1 |
|
Arch Partners Wealth Management Inc
✚
|
GA | 0.1 |
|
Finish Well RIA LLC
✚
|
OH | 0.1 |
|
Planning Solutions International LLC
✚
|
FL | 0.1 |
|
Capital Endurance Group Inc
✚
|
GA | 0.1 |
|
Five Mile River Investment Management LLC
✚
|
0.1 | |
|
Rooted Financial Group LLC
✚
|
OR | 0.1 |
|
Finances for Real Life
✚
|
CA | 0.1 |
|
Federmann Financial Advisors Inc
✚
|
NY | 0.1 |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 0.1 |