AboutAJPERRYand CO. is a reputable financial advisory firm with a long history of providing top-notch financial advice to its diverse client base. Known for its expertise in the financial industry, A.J. PERRY & CO. has become a trusted partner to many individuals and organizations seeking sound financial guidance.
How does the advisor help clients – Key Takeaways:
A.J. PERRY & CO. offers a comprehensive range of financial services to help clients achieve their financial goals and secure their financial future. Their team of expert advisors utilizes their extensive knowledge and experience to provide personalized and strategic financial guidance tailored to each client’s unique circumstances and objectives.
Whether it’s creating a sound investment plan, managing and growing assets, navigating complex financial decisions, or planning for retirement, A.J. PERRY & CO. has the expertise and resources to assist clients every step of the way.
Facts and Insights
As a leading financial advisory firm, A.J. PERRY & CO. has a proven track record of helping clients achieve their financial goals. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management
Number of Advisors
Time in Business
$2 billion
50+
Over 25 years
With over $2 billion in assets under management, A.J. PERRY & CO. has a strong and stable financial foundation to support its clients’ needs. The firm also has a team of 50 or more experienced advisors who are dedicated to providing exceptional financial guidance. With over 25 years in the business, A.J. PERRY & CO. has established itself as a trusted and reliable authority in the financial industry.
Financial Services Offered
A.J. PERRY & CO. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Risk management and insurance
- Estate planning
- Retirement planning
- Tax planning
- Debt management
- Education planning
- and more
By offering a comprehensive suite of services, A.J. PERRY & CO. is able to provide clients with a holistic approach to financial planning and management.
Client Types
A.J. PERRY & CO. serves a diverse client base, including individuals, families, small businesses, and institutions. Their advisors have expertise in working with clients from all backgrounds and financial situations.
Fees & Compensation
A.J. PERRY & CO. believes in transparent and fair pricing for their services. They offer fee-only financial planning and investment management services, meaning they are compensated solely by their clients and do not receive commissions or incentives for recommending certain products or investments. This eliminates potential conflicts of interest and ensures that their advisors have the clients’ best interests at heart.
Background
Founded in 1995, A.J. PERRY & CO. has a long history of providing exceptional financial advice and services. The firm was founded by A.J. Perry, a veteran financial advisor with over 30 years of experience in the industry. Today, the firm is led by a team of experienced and knowledgeable advisors who continue to uphold A.J. Perry’s legacy of excellence.
Financial Advisor Disclosures to Know
It’s important for clients to have full transparency and understanding of their financial advisors’ background and potential conflicts of interest. Here are some key disclosures to know about A.J. PERRY & CO.:
- A.J. PERRY & CO. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a clean record with zero disciplinary actions or regulatory events.
- Advisors at A.J. PERRY & CO. have no material disclosures to report.
These disclosures serve as further evidence of the firm’s commitment to ethical and responsible practices. Trust and integrity are at the core of A.J. PERRY & CO.’s values, and they strive
A.J. PERRY & CO. offers a comprehensive range of financial services to help clients achieve their financial goals and secure their financial future. Their team of expert advisors utilizes their extensive knowledge and experience to provide personalized and strategic financial guidance tailored to each client’s unique circumstances and objectives.
Whether it’s creating a sound investment plan, managing and growing assets, navigating complex financial decisions, or planning for retirement, A.J. PERRY & CO. has the expertise and resources to assist clients every step of the way.
Facts and Insights
As a leading financial advisory firm, A.J. PERRY & CO. has a proven track record of helping clients achieve their financial goals. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | Over 25 years |
With over $2 billion in assets under management, A.J. PERRY & CO. has a strong and stable financial foundation to support its clients’ needs. The firm also has a team of 50 or more experienced advisors who are dedicated to providing exceptional financial guidance. With over 25 years in the business, A.J. PERRY & CO. has established itself as a trusted and reliable authority in the financial industry.
Financial Services Offered
A.J. PERRY & CO. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Risk management and insurance
- Estate planning
- Retirement planning
- Tax planning
- Debt management
- Education planning
- and more
By offering a comprehensive suite of services, A.J. PERRY & CO. is able to provide clients with a holistic approach to financial planning and management.
Client Types
A.J. PERRY & CO. serves a diverse client base, including individuals, families, small businesses, and institutions. Their advisors have expertise in working with clients from all backgrounds and financial situations.
Fees & Compensation
A.J. PERRY & CO. believes in transparent and fair pricing for their services. They offer fee-only financial planning and investment management services, meaning they are compensated solely by their clients and do not receive commissions or incentives for recommending certain products or investments. This eliminates potential conflicts of interest and ensures that their advisors have the clients’ best interests at heart.
Background
Founded in 1995, A.J. PERRY & CO. has a long history of providing exceptional financial advice and services. The firm was founded by A.J. Perry, a veteran financial advisor with over 30 years of experience in the industry. Today, the firm is led by a team of experienced and knowledgeable advisors who continue to uphold A.J. Perry’s legacy of excellence.
Financial Advisor Disclosures to Know
It’s important for clients to have full transparency and understanding of their financial advisors’ background and potential conflicts of interest. Here are some key disclosures to know about A.J. PERRY & CO.:
- A.J. PERRY & CO. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a clean record with zero disciplinary actions or regulatory events.
- Advisors at A.J. PERRY & CO. have no material disclosures to report.
These disclosures serve as further evidence of the firm’s commitment to ethical and responsible practices. Trust and integrity are at the core of A.J. PERRY & CO.’s values, and they strive