Perryman Financial Advisory

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

12221 Merit Dr Ste 1660, Dallas, Texas, ...

Phone Number

(972) 770-4800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Perryman Financial Advisory

Perryman Financial Advisory is a Dallas-based financial planning and investment firm that caters to affluent individuals, their families, and their businesses. The firm aims to be a trusted advisor, assisting clients in accumulating, preserving, and transferring their wealth. Established in 1983, it has built its reputation primarily through satisfied referrals, emphasizing client satisfaction as a measure of success. The company offers peace of mind by managing financial matters, allowing clients to focus on enjoying their lives.Explore more
Perryman Financial Advisory's Social MediaPopular SearchesPerryman Financial Advisory IncPerryman Financial AdvisoryPerryman Securities IncPerryman FinancialPerryman & AssociatesSIC Code 62,628NAICS Code 52,523Show more

Perryman Financial Advisory Org Chart

PhoneEmail
DO
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Chief Financial Officer, Cpa, Cfp

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JG
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Financial Advisor & Manager, Investment

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JM
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Team Member

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Perryman Financial Adviso...

<$5M
1-10
Private
<$5M
1988
DO
Debra OutlawChief Financial Officer, Cpa, Cfp
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2009
KM
Kelly MeccaFinancial Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
-
MT
Melody TownsendPresident & Senior Financial Advisor & Founder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Perryman Financial Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Perryman Financial Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Perryman Financial Advisory.

Perryman Financial Advisory financials insights

Gather financial insights about Perryman Financial Advisory, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Perryman Financial Advisory Tech Stack

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Frequently Asked Questions Regarding Perryman Financial Advisory

What is Perryman Financial Advisory's official website?
Perryman Financial Advisory's official website is www.billperryman.com
What is Perryman Financial Advisory's Revenue?
Perryman Financial Advisory's revenue is <$5 Million
What is Perryman Financial Advisory's SIC code?
Perryman Financial Advisory's SIC: 62,628
What is Perryman Financial Advisory's NAICS code?
Perryman Financial Advisory's NAICS: 52,523
How many employees does Perryman Financial Advisory have?
Perryman Financial Advisory has 1-10 employees
What industry does Perryman Financial Advisory belong to?
Perryman Financial Advisory is in the industry of: Finance, Securities Trading
What is Perryman Financial Advisory competition?
Perryman Financial Advisory top competitors include: Compass Investment Advisors, Townsend Financial Planning, Prosperity Wealth Planning, KMR Wealth Advisory
What technology does Perryman Financial Advisory use?
Some of the popular technologies that Perryman Financial Advisory uses are: WordPress.org, PHP, Google Universal Analytics, MailChimp
Who is the CFO of Perryman Financial Advisory?
Perryman Financial Advisory's CFO is Debra Outlaw
How do I contact Perryman Financial Advisory?
Perryman Financial Advisory contact info: Phone number: (972) 770-4800 Website: www.billperryman.com
What does Perryman Financial Advisory do?

Perryman Financial Advisory is a Dallas-based financial planning and investment firm that caters to affluent individuals, their families, and their businesses. The firm aims to be a trusted advisor, assisting clients in accumulating, preserving, and transferring their wealth. Established in 1983, it has built its reputation primarily through satisf... ied referrals, emphasizing client satisfaction as a measure of success. The company offers peace of mind by managing financial matters, allowing clients to focus on enjoying their lives.Read More

What are Perryman Financial Advisory social media links?
Perryman Financial Advisory Linkedin page Perryman Financial Advisory Twitter page Perryman Financial Advisory Facebook page
Is Perryman Financial Advisory a public company?
Perryman Financial Advisory is private company therefore does not currently have an official ticker symbol
See more information about Perryman Financial Advisory

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