Adviser Profile
| As of Date | 01/11/2026 |
| Registration status | Registration Changed to A. J. PERRY & COMPANY, INC. |
| ADV Location | TOWSON, MD, United States |
| Contact Info | 410 xxxxxxx |
| AUM* | 109,020,000 27% |
| of that, discretionary | 105,523,055 29% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,198,022 35% |
| % High Net Worth | 41.76% 97% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds