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Perryman Financial Advisory, Inc.

● SEC registered since 1994CRD 107653SEC# 801-48109Dallas, TX
Export (members)
Reg. AUM
$796.3M
Employees
8
Accounts
452
Location
Dallas, TX

Perryman Financial Advisory, Inc. assets under management

Perryman Financial Advisory, Inc. is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 1994. It reports $796.3 million in regulatory assets under management and employs 8 people.
www.billperryman.comView on SEC.gov ↗

Perryman Financial Advisory, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Debra Ann Keitzer OutlawShareholder10-25%2014
James Stephen Perryman ControlShareholder, Chief Compliance Officer25-50%2014
William Delyn Perryman ControlPresident, Secretary, Treasurer50-75%1994

Frequently asked questions

How much does Perryman Financial Advisory, Inc. manage?

Perryman Financial Advisory, Inc. reports $796.3 million in regulatory assets under management on its Form ADV.

How many employees does Perryman Financial Advisory, Inc. have?

Perryman Financial Advisory, Inc. reports 8 employees.

Where is Perryman Financial Advisory, Inc. located?

Perryman Financial Advisory, Inc. is based in Dallas, TX and has been SEC-registered since 1994.

Does Perryman Financial Advisory, Inc. disclose fund performance?

Perryman Financial Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12221 Merit Dr Ste 1660, Dallas, TX 75251
Phone972-770-4800
Fax972-770-4888
Office hours8 a.m. To 5 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$796.3M
Non-discretionary$0
Total (RAUM)$796.3M