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P. Richard Perryman (Tyler)


P. Richard Perryman is an adviser based in Tyler. It manages $75.02 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Texas.




P. Richard Perryman provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

P. Richard Perryman: assets under management

The assets under management (AUM) of P. Richard Perryman is $75.02 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.49 million in discretionary accounts and $52.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.02 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $52.53 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay P. Richard Perryman for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tyler

The principal office where P. Richard Perryman performs its advisory services is located at 100 Independence Place, Tyler, TX 75703, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 903-561-4008 or by fax 903-561-2338. The normal business hours are 8:00am to 5:00pm on Monday - Friday.


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