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A. J. Perry & Company, Inc.

EST. AUM
$108,760,000

CONTACTS

CLIENT ACCOUNTS
97

Firm Details

Metro area Baltimore
CRD Number 107041
Website n
Client types

Overview

A. J. Perry & Company, Inc. is a registered investment advisory firm that provides investment management and financial advisory services to individuals, families, trusts, and institutional clients. The firm operates as a fiduciary and focuses on helping clients pursue long-term financial objectives through disciplined portfolio management and prudent investment decision-making. Its services are designed to align client portfolios with individual risk tolerance, income needs, and overall financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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