CJ PERRY FINANCIAL

CJ PERRY FINANCIAL is an SEC-registered investment adviser (CRD 330703). Regulatory assets under management: $2.6M.

Registration

• CRD: 330703
• Type: Registered investment adviser
• Phone: 610-220-1833
• Latest filing: 2026-03-24
• Regulatory AUM: $2.6M
• Discretionary AUM: $2.6M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330703 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search