A. J. PERRY & COMPANY, INC.
Legal name: A. J. PERRY & CO.
CRD #107041 SEC #801-134868 TOWSON, MD 410-539-1144
SEC Registered
Total AUM
$109M
Discretionary
$105.5M
Employees
2
Clients
--
Accounts
91
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $109M | $105.5M | $3.5M | 2 | 91 |
| Dec 2025 | $109M | $105.5M | $3.5M | 2 | 91 |
| Oct 2025 | $109M | $105.5M | $3.5M | 2 | 91 |
| May 2012 | $57.8M | $56M | $1.8M | 1 | 125 |
| Apr 2012 | $57.8M | $56M | $1.8M | 1 | 125 |
| Mar 2012 | $59.5M | $57.3M | $2.2M | 1 | 125 |
| Dec 2011 | $59.5M | $57.3M | $2.2M | 1 | 251 |
| May 2011 | $59.5M | $57.3M | $2.2M | 5 | -- |
| May 2011 | $59.5M | $57.3M | $2.2M | 5 | -- |
| Mar 2011 | $59.5M | $57.3M | $2.2M | 5 | -- |
| Oct 2010 | $59.9M | $57.3M | $2.6M | 5 | -- |
| Mar 2010 | $59.9M | $57.3M | $2.6M | 5 | -- |
| Feb 2009 | $46.3M | $44.9M | $1.3M | 5 | -- |
| Mar 2007 | $73.6M | $71.8M | $1.8M | 5 | -- |
| Mar 2006 | $69.2M | $67.5M | $1.7M | 5 | -- |
| Sep 2005 | $62.8M | $61.3M | $1.5M | 5 | -- |
| Sep 2004 | $58.1M | $56.6M | $1.5M | 5 | -- |
| Jun 2001 | $61.1M | $59.7M | $1.4M | 5 | -- |
DateDec 2025
Total AUM$109M
Discretionary$105.5M
Non-Disc.$3.5M
Employees2
Clients91
DateDec 2025
Total AUM$109M
Discretionary$105.5M
Non-Disc.$3.5M
Employees2
Clients91
DateOct 2025
Total AUM$109M
Discretionary$105.5M
Non-Disc.$3.5M
Employees2
Clients91
DateMay 2012
Total AUM$57.8M
Discretionary$56M
Non-Disc.$1.8M
Employees1
Clients125
DateApr 2012
Total AUM$57.8M
Discretionary$56M
Non-Disc.$1.8M
Employees1
Clients125
DateMar 2012
Total AUM$59.5M
Discretionary$57.3M
Non-Disc.$2.2M
Employees1
Clients125
DateDec 2011
Total AUM$59.5M
Discretionary$57.3M
Non-Disc.$2.2M
Employees1
Clients251
DateMay 2011
Total AUM$59.5M
Discretionary$57.3M
Non-Disc.$2.2M
Employees5
Clients--
DateMay 2011
Total AUM$59.5M
Discretionary$57.3M
Non-Disc.$2.2M
Employees5
Clients--
DateMar 2011
Total AUM$59.5M
Discretionary$57.3M
Non-Disc.$2.2M
Employees5
Clients--
DateOct 2010
Total AUM$59.9M
Discretionary$57.3M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2010
Total AUM$59.9M
Discretionary$57.3M
Non-Disc.$2.6M
Employees5
Clients--
DateFeb 2009
Total AUM$46.3M
Discretionary$44.9M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2007
Total AUM$73.6M
Discretionary$71.8M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2006
Total AUM$69.2M
Discretionary$67.5M
Non-Disc.$1.7M
Employees5
Clients--
DateSep 2005
Total AUM$62.8M
Discretionary$61.3M
Non-Disc.$1.5M
Employees5
Clients--
DateSep 2004
Total AUM$58.1M
Discretionary$56.6M
Non-Disc.$1.5M
Employees5
Clients--
DateJun 2001
Total AUM$61.1M
Discretionary$59.7M
Non-Disc.$1.4M
Employees5
Clients--