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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge frontierVital
- Established Date
- 05-03-2024
- Office Locations
- 1
Office Locations
About CJ Perry Financial
CJ Perry Financial is a Philadelphia Main Line fiduciary RIA led by Christopher Perry (CFA, CFP) with 30+ years in financial services. The firm provides ongoing, planning-led wealth management for individuals and families, especially those nearing or in retirement, pairing a financial plan with an investment strategy using public funds and ETFs. Client assets are custodied at Charles Schwab, and the firm is affiliated with XY Planning Network.
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Owner & Executives
CHRISTOPHER JOHN PERRY
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member, Owner
- CRD
- #2092404
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,586,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,586,670 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,586,670
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $359,525,940 | 29.0% |
| Public Funds | $365,724,663 | 29.5% |
| U.S. Government/Agency | $375,642,620 | 30.3% |
| Cash | $138,851,396 | 11.2% |
| Total | $1,239,744,619 | 100.0% |