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| Keyboard |
| Perryman Financial Advisory Inc
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|---|---|
| CRD # | 107653 |
| SEC # | 801-48109 |
| CIK # | |
| AUM | 1,024.1 M (2026-03-31) |
| Employees | 8 (75% Investors, 75% Brokers) |
| Phone | 972-770-4800 |
| Address | 12221 Merit Dr Ste 1660 Dallas, TX 75251 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 152.8 |
| (b) Individuals (high net worth individuals) | 230 | 838.2 |
| (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 | 16 | 33.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 526 | 1,024.1 |
| By Discretionary | ||
| Discretionary | 526 | 1,024.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 526 | 1,024.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,024.1 | |
| Total | 526 | 1,024.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwest Wealth Management LLC
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|
IA | 1,031.4 M |
|
IFG Advisors LLC
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|
MO | 1,030.0 M |
|
John Moore & Associates Inc
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|
NM | 1,028.8 M |
|
Harvey Investment Company LLC
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|
KY | 1,028.6 M |
|
Park Piedmont Advisors LLC
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|
IL | 1,028.5 M |
|
Burns J W & Co Inc
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|
NY | 1,026.8 M |
|
Glen Eagle Advisors LLC
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|
NJ | 1,026.4 M |
|
Bass and Bell Inc
✚
|
AR | 1,024.9 M |
|
Alpha Omega Wealth Management LLC
✚
|
VA | 1,024.0 M |
|
Zevin Asset Management LLC
✚
|
MA | 1,020.4 M |