Financial Advisor Guide
Companies

A. J. PERRY & CO.

Phone 410-539-1144
Organization CRD 107041

About

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Our Commitment to Clients: At A.J. PERRY & CO., our mission is to provide our clients with comprehensive and personalized financial guidance to help them achieve their financial goals and secure their future. We understand that each client has unique circumstances and objectives, and we tailor our services to meet their specific needs. Our team of 50+ experienced advisors utilizes their extensive knowledge and expertise in the financial industry to offer sound and strategic advice on a wide range of financial matters.

With over $2 billion in assets under management and over 25 years in the business, we have a strong and stable foundation to support our clients' needs. We work with individuals, families, small businesses, and institutions, and our services include investment management, risk management and insurance, estate planning, retirement planning, tax planning, debt management, education planning, and more.

As a registered investment advisor, we are committed to transparency and fair pricing. Our fee-only model eliminates any potential conflicts of interest and ensures that our clients always come first. And with a clean record and no material disclosures to report, our clients can trust in our integrity and ethical practices. Our founder, A.J. Perry, instilled these values when he founded the firm in 1995, and we continue to uphold them today.

Assets, Advisors & Tenure

Assets Under Management
$2 billion
Number of Advisors
50+
Time in Business
Over 25 years

Financial Services Offered

  • Investment management
  • Risk management and insurance
  • Estate planning
  • Retirement planning
  • Tax planning
  • Debt management
  • Education planning
  • and more

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.

Disclosures

  • 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.

Firm Facts

Primary Business Name
A. J. PERRY & CO.
Organization CRD
107041
Legal Name
A. J. PERRY & CO.