Perry Investment Management, LLC

Perry Investment Management, LLC (CRD# 150908) is a financial advisory firm headquartered in Austin, TX. They manage $15,000,000 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1250 Capital Of Texas Highway, South, Building 3, Suite 400, Austin, TX 78746
https://www.perryim.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Perry Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brandon Perry, financial advisor Round Rock TX
Brandon T. Perry
CRD#: 4572217
Round Rock, TX

Brandon Perry (CRD# 4572217) is an Investment Advisor Representative working at Perry Investment Management, LLC in Round Rock, TX and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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