CRD: 319408
Mirretti Perryman Wealth Strategies, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2022
- Office Locations
- 1
Office Locations
About Mirretti Perryman Wealth Strategies, LLC
Mirretti Perryman Wealth Strategies is a Skokie, IL wealth management team affiliated with Raymond James, providing personalized financial planning and portfolio management for business owners, families, retirees, and sudden-wealth clients. The practice emphasizes goal-based advice, asset allocation and risk management, and invests using a mix of ETFs, mutual funds, fixed income and, when appropriate, alternative strategies supported by Raymond James platform resources.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DOMINIC STEPHEN MIRRETTI
Managing Partner, Principal
- CRD
- #4628745
- Ownership
- 50% but less than 75%
TIMOTHY CHRISTIAN PERRYMAN
Managing Partner, Principal
- CRD
- #4401313
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,520,322 | $1,171,277 |
| Non-Discretionary | $4,376,793 | $150,924 |
| Total | $178,897,115 | $1,005,040 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing