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A. J. Perry & Company, Inc.

● SEC registered since 2026CRD 107041SEC# 801-134868Towson, MD
Export (members)
Reg. AUM
$108.8M
Employees
2
Accounts
97
Location
Towson, MD

A. J. Perry & Company, Inc. assets under management

A. J. Perry & Company, Inc. is an investment advisory firm registered with the SEC based in Towson, MD. The firm has been registered since 2026. It reports $108.8 million in regulatory assets under management and employs 2 people.

A. J. Perry & Company, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Paul Francis Nastasi ControlPresident / CcoOver 75%2012

Frequently asked questions

How much does A. J. Perry & Company, Inc. manage?

A. J. Perry & Company, Inc. reports $108.8 million in regulatory assets under management on its Form ADV.

How many employees does A. J. Perry & Company, Inc. have?

A. J. Perry & Company, Inc. reports 2 employees.

Where is A. J. Perry & Company, Inc. located?

A. J. Perry & Company, Inc. is based in Towson, MD and has been SEC-registered since 2026.

Does A. J. Perry & Company, Inc. disclose fund performance?

A. J. Perry & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address408 Allegheny Avenue, 2nd Floor, Towson, MD 21204
Phone410-539-1144
Fax410-625-2893
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$108.8MNo change
Oct '25 — $109MNov '25 — $109MDec '25 — $109MJan '26 — $109MFeb '26 — $108.8MMar '26 — $108.8MApr '26 — $108.8MMay '26 — $108.8MJun '26 — $108.8M
Oct '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$108.8Mregulatory AUM
Discretionary $105.3MNon-discretionary $3.5M