Perryman Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
116502
Registered since
December 19, 2001

Firm profile

FINTRX

Overview

Perryman Securities, Inc. is organized as a corporation and is held by an individual owner. Public information about the firm’s business model is limited: key items such as client types, fee arrangements, and specific advisory activities are not disclosed. The firm is classified as "Unclassified" in available data and is not listed as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset indicates the firm is not newly formed. Given the sparse disclosure, there is little visibility into investment strategy, target client segments, or service lines beyond the firm’s corporate structure and owner type. Practitioners seeking to evaluate Perryman Securities, Inc. should anticipate the need to obtain direct, firm-supplied materials or regulatory filings for detail on offerings, target clientele, and investment approaches.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Steven Wachs

    Steven Wachs

    Partner, Chief Investment OfficerCRD 1025803

Contacts

3 of 7
  • James Perryman

    James Perryman

    Certified Financial PlannerCRD 4499887

  • Ami Baxter

    Ami Baxter

    Financial PlanningCRD 7177635

  • Jennifer Grant

    Jennifer Grant

    Financial Advisor, Investment ManagerCRD 6677103

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth