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- Custodian
- Charles Schwab & Company · Goldman Sachs · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-24-2009
- Office Locations
- 1
Office Locations
About Perry Investment Management, LLC
Perry Investment Management is a fee-only RIA in Round Rock, TX providing tailored financial planning and discretionary portfolio management, including retirement, tax and estate planning, cash-flow analysis, and risk management. The firm emphasizes fiduciary, no-commission advice. Portfolios are largely implemented with ETFs alongside core investment-grade and U.S. government bonds, with custody including Charles Schwab.
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Owner & Executives
BRANDON THOMAS PERRY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4572217
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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