|
⚲
|
| Perryman Financial Advisory Inc
✚
| |
|---|---|
| CRD # | 107653 |
| SEC # | 801-48109 |
| CIK # | |
| AUM | $670.3 MM (2024-03-11) |
| Employees | 8 (62% Investors, 75% Brokers) |
| Phone | 972-770-4800 |
| Address | 12221 Merit Dr Ste 1660 Dallas, TX 75251 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 180.2 |
| (b) Individuals (high net worth individuals) | 112 | 310.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 30.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 444 | 520.9 |
| By Discretionary | ||
| Discretionary | 444 | 520.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 444 | 520.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 520.9 | |
| Total | 444 | 520.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
B&T Capital Management Incorporated
✚
|
TX | 0.7 |
|
Wealthstar Advisors LLC
✚
|
TX | 0.7 |
|
Vertex Planning Partners LLC
✚
|
IL | 0.7 |
|
Vance Wealth Inc
✚
|
CA | 0.7 |
|
Blue Bell Private Wealth Management LLC
✚
|
PA | 0.7 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.7 |
|
FPL Capital Management LLC
✚
|
LA | 0.7 |
|
Kaye Capital Management
✚
|
CA | 0.7 |
|
International City Management Association Retirement Corporation
✚
|
DC | 0.7 |
|
Mirador Capital Partners LP
✚
|
CA | 0.7 |