Perryman Financial Advisory, Inc. is a large advisory firm based in Dallas. It manages $352 million of regulatory assets for 560 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Louisiana, Oklahoma, and Texas.
Perryman Financial Advisory provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Perryman Financial Advisory, Inc. is $352 million. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Perryman Financial Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Perryman Financial Advisory is high net worth individuals with 95 clients and $260 million of assets under management. Among the 6 most similar advisory firms, Perryman Financial Advisory has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $352 million for 245 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Perryman Financial Advisory doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Perryman Financial Advisory, Inc. performs its advisory services is located at 12221 Merit Dr Ste 1660, Dallas, TX 75251, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-770-4800 or by fax 972-770-4888. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at billperryman.com.