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Building 2A. J. PERRY & CO.

Map pinTOWSON, MD
Phone410-539-1144
NotebookSEC #801-134868
Total AUM
$108.8M
Employees
2
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
408 ALLEGHENY AVENUE
2ND FLOOR
TOWSON
MD 21204
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
410-539-1144

ReceiptFinancials

Total AUM
$108.8M
Accounts
97
Discretionary
$105.3M
Accounts
91
Non-Discretionary
$3.5M
Accounts
6

ContactClients

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Individual Clients
57
AUM
$14.4M
HNW Individual Clients
38
AUM
$89.9M
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Corporation or Business Clients
1
AUM
$915.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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