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Perryman Financial Advisory
Perryman Financial Advisory is an SEC-registered investment adviser in Dallas, TX, registered since 1994. The firm manages approximately $1.0 billion in...
Perryman Financial Advisory
Perryman Financial Advisory is an SEC-registered investment adviser in Dallas, TX, registered since 1994. The firm manages approximately $1.0 billion in regulatory assets. It has 8 employees and 6 investment advisers.
General information
Firm type
RIA
Year founded
1983
Location
Region
North America
Country
United States
City
Dallas
Corporate office
12221 Merit Drive, Suite 1660, Dallas, TX 75251, United States
Principals
Bill Perryman
Principal
Frequently asked questions
Who runs investment decisions at Perryman Financial Advisory?
Bill Perryman serves as the principal. The firm is structured around his practice, with no additional named investment committee members or portfolio managers disclosed in public materials.
Does Perryman Financial Advisory manage pooled investment vehicles or only individual accounts?
The available materials describe only direct advisory relationships with individuals, families, and their businesses. There is no mention of pooled funds, private placements, or institutional separate accounts.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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