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| Happy Holidays!! thanks for using AUM13F!! |
| Perryman Financial Advisory Inc
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| CRD # | 107653 |
| SEC # | 801-48109 |
| CIK # | |
| AUM | $796.3 M (2025-03-24) |
| Employees | 8 (75% Investors, 62% Brokers) |
| Phone | 972-770-4800 |
| Address | 12221 Merit Dr Ste 1660 Dallas, TX 75251 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 264.1 |
| (b) Individuals (high net worth individuals) | 113 | 498.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 34.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 796.3 |
| By Discretionary | ||
| Discretionary | 452 | 796.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 452 | 796.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 796.3 | |
| Total | 452 | 796.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vaquero Private Wealth Ltd
✚
|
TX | 0.8 |
|
Berthel Fisher & Company Financial Services Inc
✚
|
IA | 0.8 |
|
Claremont Capital Management LLC
✚
|
AZ | 0.8 |
|
Stablepoint Partners LLC
✚
|
MA | 0.8 |
|
Occidental Asset Management LLC
✚
|
CA | 0.8 |
|
Founders Capital Management LLC
✚
|
CT | 0.8 |
|
Stonebrook Private LLC
✚
|
MI | 0.8 |
|
Madden Securities Corporation
✚
|
TX | 0.8 |
|
Icon Advisers Inc
✚
|
CO | 0.8 |
|
Vantage Financial Group Inc
✚
|
OH | 0.8 |