PERRYMAN FINANCIAL ADVISORY, INC.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 107653
- Registered since
- December 23, 1994
- Website
- billperryman.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI81.85%
- Individuals14.92%
- Pension & Profit Sharing Plans3.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Perryman Financial Advisory, Inc. is an independent registered investment adviser organized as a corporation and operating under individual ownership. Registered with the SEC since 1994, the firm serves both individuals and families as well as institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and the firm also acts as an insurance broker. Fee arrangements are mixed: Perryman uses asset-based fees alongside hourly and fixed fees, and it may also receive commissions. The firm does not position itself as an ESG investor, and it is not classified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds43%
- Private Funds3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 8GARY ESTES
Investment Advisor RepresentativeCRD 2356142
Jennifer Grant
Financial Advisor, Investment ManagerCRD 6677103
DEBRA KEITZER OUTLAW
Registered RepresentativeCRD 2901818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 131Active vs passive
$234M in ETFs
91%
$213M
6%
$21.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL) | First Trust | Passive | Large Value | $11.9M | 233,339 | 5.06% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 12221 Merit Dr
- Time zone
- CT (UTC-6)
- Office locations
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