Overview
Assets Under Management: $109 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 38
Average Client Assets: $2.4 million
Frequently Asked Questions
A. J. PERRY & CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107041), A. J. PERRY & CO. is subject to fiduciary duty under federal law.
A. J. PERRY & CO. is headquartered in TOWSON, MD.
A. J. PERRY & CO. serves 38 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, A. J. PERRY & CO. offers portfolio management for individuals. View all service details ↓
A. J. PERRY & CO. manages $109 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, A. J. PERRY & CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.65%
Average Client Assets: $2.4 million
Total Client Accounts: 97
Discretionary Accounts: 91
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 107041
Filing ID: 2055071
Last Filing Date: 2026-02-18 14:07:54