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A. J. PERRY & CO.
A. J. PERRY & COMPANY, INC.
CRD 107041 · SEC 801-134868
408 ALLEGHENY AVENUE, 2ND FLOOR, TOWSON, MD, 21204, United States
Phone
410-539-1144
Fax
410-625-2893
Registration
— (—)
Source
State registered
Total AUM
$108.8M
Discretionary AUM
$105.3M
Team
2 total employees; 1 advisory reps; 97 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $14.4M |
| High net worth individuals | 38 | $89.9M |
| Pension/profit sharing plans | 1 | $3.5M |
| Corporations/business entities | 1 | $915K |
Official SEC filing: View on IAPD