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PERRYMAN FINANCIAL ADVISORY, INC.
CRD 107653 · SEC 801-48109
12221 MERIT DR STE 1660, DALLAS, TX, 75251, United States
Phone
972-770-4800
Fax
972-770-4888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$1.02B
Team
8 total employees; 6 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $152.8M |
| High net worth individuals | 230 | $838.2M |
| Pension/profit sharing plans | 16 | $33.1M |
States served
AR, CA, CO, IL, LA, OK, VA, TX
All web addresses on file
Official SEC filing: View on IAPD