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A. J. PERRY & CO.

TOWSON, MD · CRD 107041 · IAPD ↗ · 410-539-1144

$108.8MRegulatory AUM
1Advisory reps
2Employees
97Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2026 — A. J. PERRY & CO. (TOWSON, MD) is newly SEC-registered with $109.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.