Perryman Financial Advisory
Financial Services • 
Dallas, Texas, United States • 11-20 Employees
Company overview
| Headquarters | 12221 Merit Drive, Ste. 1660, Dallas, TX 75251, US |
| Phone number | +19727704800 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Strategic Financial Planning, Estate Planning, Cash Flow Planning, Income Tax, Retirement & Investment Advising |
| Employees | 11-20 |
| Socials |
Key Contact at Perryman Financial Advisory
Patti Sanders
Director Of Operations
Perryman Financial Advisory Email Formats
Perryman Financial Advisory uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@billperryman.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@billperryman.com | 60% |
{first initial}{last name} | jdoe@billperryman.com | 40% |
About Perryman Financial Advisory
Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses. Our mission is to serve as a trusted advisor for our clients as they accumulate, preserve, and transfer their wealth. According to Perryman Financial Advisory, the role of a financial advisor is to identify and implement the most effective ways to build, manage, grow and preserve your wealth. Perryman Financial Advisory clients enjoy the benefits of combined of credentialed, experienced professionals. This blend of knowledge offers clients the ability to maximize grown potential and maximize and minimize tax implications.
Perryman Financial Advisory revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Perryman Financial Advisory has 4 employees across 2 departments.
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Number of employees
Funding Data
Perryman Financial Advisory has never raised funding before.
Perryman Financial Advisory Tech Stack
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