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 (SEC registered in 1994) organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its revenue model is a mix of percentage-of-AUM fees, hourly and fixed fees, and commissions. The firm also operates as an insurance broker and maintains a broker‑dealer affiliation, indicating it combines advisory relationships with insurance distribution and brokerage capabilities. Perryman does not identify as an active ESG investor and is not classified as a capital allocator.
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 8
James Perryman
Certified Financial PlannerCRD 4499887
Nancy Phillips
Registered RepresentativeCRD 4519607
Ami Baxter
Financial PlanningCRD 7177635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 129Active vs passive
$260M in ETFs
91%
$236M
6%
$23.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL) | First Trust | Passive | Large Value | $11.7M | 237,379 | 4.48% |
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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