A
CRD: 107041
A. J. Perry & Co.
Towson, MD, 21204
4105391144
$108.8M Total AUM
$105.3M Disc. AUM
-- 3Y CAGR
2 Employees
194 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2003
- Office Locations
- 1
Office Locations
408 Allegheny Avenue Towson MD
About A. J. Perry & Co.
A. J. Perry & Co. is a Towson-based RIA. The firm has been operating for 22 years. Managing $108.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
61 AVG AGE
$108.8M AVG AUM / ADVISOR
$560.6K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Value
Client Personas
Focus fusion
Investment Vehicles
Vital north
Services
Horizon eagle Prime Matrix Timber Catalyst optima Insight vector Vital
Owner & Executives
P
PAUL FRANCIS NASTASI
Chief Compliance Officer, President
- CRD
- #2700632
- Ownership
- 75% or more
(834) 815-7789
radial.value@wavecapital.com
in linkedin.com/in/foundation-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,258,210 | $1,156,684 |
| Non-Discretionary | $3,501,790 | $583,632 |
| Total | $108,760,000 | $1,121,237 |
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Separately Managed Accounts
Total SMA Asset: $108,760,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $5,813,977,364 | 100.0% |
| Total | $5,813,977,364 | 100.0% |