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Building 2PERRYMAN FINANCIAL ADVISORY, INC.

Map pinDALLAS, TX
Phone972-770-4800
NotebookSEC #801-48109
Total AUM
$1B
Employees
8
Clients
526

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12221 MERIT DR STE 1660
DALLAS
TX 75251
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
972-770-4800

ReceiptFinancials

Total AUM
$1B
Accounts
526
Discretionary
$1B
Accounts
526
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
280
AUM
$152.8M
HNW Individual Clients
230
AUM
$838.2M
Pension/Profit Sharing Plan Clients
16
AUM
$33.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOILLAOKTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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