Fee-OnlyFinder

A. J. Perry & CO.

% of assets managed in Towson, MD

SEC registeredNo commissions reported

Call (410) 539-1144Send a messageMap ↗

Public-record details

Address
408 Allegheny Avenue, 2nd Floor, Towson, MD 21204
Phone
(410) 539-1144
Listed under
% of assets managed
Legal name
A. J. Perry & Company, INC.
CRD number
107041
Registration
SEC registered since 2026-01-08
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$108.8 million
Accounts managed
97
Clients reported (Form ADV 5.D)
97
Individual / high-net-worth clients
57 / 38
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-18

SEC registered investment adviser, CRD 107041, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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