A. J. Perry & Company, Inc. (Baltimore)

Name: A. J. Perry & Company, Inc.
Address: 1039 St. Paul Street, Baltimore, MD, 21202 2605
Telephone: 410-539-1144

A. J. Perry & Company, Inc. is an adviser based in Baltimore. It manages $57.77 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Virginia.

A. J. Perry & Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

A. J. Perry & Company: assets under management

The assets under management (AUM) of A. J. Perry & Company, Inc. is $57.77 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $56 million in discretionary accounts and $1.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $199.3 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $294.9 thousand.

A. J. Perry & Company has custody of $166.44 thousand in cash and securities for 52 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay A. J. Perry & Company, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at A. J. Perry & Company, Inc.

Albert Joseph Perry has been acting as President since 1 Oct 1983. William Andrew Perry joined the executive team most recently as the Portfolio Manager / Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Albert Joseph Perry	President	1 Oct 1983	75% - 100%	4347702
Albert Joseph Perry	Chief compliance officer	1 Oct 2004	75% - 100%	4347702
W C Stith	Chief compliance officer	1 Dec 2005	Other	5100963
Wilmer Curtis Stith	Chief compliance officer	1 Dec 2005	Other	5100963
William Andrew Perry	Portfolio manager / owner	1 Sep 2010	50% - 75%	5854149
Paul Francis Nastasi	President / owner	1 Sep 2010	25% - 50%	2700632

Based in Baltimore

The principal office where A. J. Perry & Company, Inc. performs its advisory services is located at 1039 St. Paul Street, Baltimore, MD 21202 2605, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-539-1144 or by fax 410-625-2893. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ajperry.com.