What is Perryman Financial Advisory, Inc.'s NAICS code?

Perryman Financial Advisory, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

High Revenue Potential With an estimated revenue range of 25 to 50 million dollars, Perryman Financial Advisory demonstrates a strong financial position within the competitive financial services industry, indicating significant client assets and wealth management opportunities.

Focused Client Niche Serving a select clientele of individuals, families, and businesses suggests potential for personalized service offerings and premium financial planning solutions tailored to high-net-worth clients.

Growth and Expansion Operating with a relatively small team of 11 to 50 employees presents opportunities to introduce scalable digital solutions and technology-driven advisory tools to expand client capacity without proportional staffing increases.

Digital Engagement The company's online presence utilizing platforms like WordPress, Twemoji, and others indicates an openness to digital marketing channels, providing avenues for targeted outreach and lead generation through content marketing.

Competitive Positioning Compared to larger firms like Charles Schwab and Fidelity, Perryman Financial Advisory can differentiate by leveraging personalized, high-touch services and emphasizing its experienced, credentialed professional team to attract affluent clients seeking tailored financial advice.

Similar companies to Perryman Financial Advisory, Inc.

Perryman Financial Advisory, Inc. Tech Stack

Perryman Financial Advisory, Inc. uses 8 technology products and services including WordPress, Twemoji, Lightbox, and more. Explore Perryman Financial Advisory, Inc.'s tech stack below.

WordPress
Content Management System
Twemoji
Font Scripts
Lightbox
Javascript Libraries
Flickity
Javascript Libraries
jQuery
Javascript Libraries
Bootstrap
UI Frameworks
MonsterInsights
Web Platform Extensions
ShareThis
Widgets

Media & News

Perryman Financial Advisory, Inc.'s Email Address Formats

Perryman Financial Advisory, Inc. uses at least 1 format(s):

Perryman Financial Advisory, Inc. Email Formats	Example	Percentage
FLast@billperryman.com	JDoe@billperryman.com	42%
Last@billperryman.com	Doe@billperryman.com	8%
FLast@billperryman.com	JDoe@billperryman.com	42%
Last@billperryman.com	Doe@billperryman.com	8%

Frequently Asked Questions

Where is Perryman Financial Advisory, Inc.'s headquarters located?

Perryman Financial Advisory, Inc.'s main headquarters is located at 12221 Merit Drive Suite 1660 Dallas, Texas 75251 United States. The company has employees across 1 continents, including North America.

What is Perryman Financial Advisory, Inc.'s phone number?

You can contact Perryman Financial Advisory, Inc.'s main corporate office by phone at

+1-972-770-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Perryman Financial Advisory, Inc.'s official website and social media links?

Perryman Financial Advisory, Inc.'s official website is billperryman.com and has social profiles on LinkedIn.

How much revenue does Perryman Financial Advisory, Inc. generate?

As of March 2026, Perryman Financial Advisory, Inc.'s annual revenue is estimated to be $917K.

What is Perryman Financial Advisory, Inc.'s SIC code NAICS code?

Perryman Financial Advisory, Inc.'s SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Perryman Financial Advisory, Inc. have currently?

As of March 2026, Perryman Financial Advisory, Inc. has approximately 16 employees across 1 continents, including North America. Key team members include Cfo, Cpa, Cfp: D. K. O.Director Of Operations: P. S.Financial Advisor And Investment Manager: J. G.. Explore Perryman Financial Advisory, Inc.'s employee directory with LeadIQ.

What industry does Perryman Financial Advisory, Inc. belong to?

Perryman Financial Advisory, Inc. operates in the Financial Services industry.

What technology does Perryman Financial Advisory, Inc. use?

Perryman Financial Advisory, Inc.'s tech stack includes WordPressTwemojiLightboxFlickityjQueryBootstrapMonsterInsightsShareThis.

What is Perryman Financial Advisory, Inc.'s email format?

Perryman Financial Advisory, Inc.'s email format typically follows the pattern of FLast@billperryman.com. Find more Perryman Financial Advisory, Inc. email formats with LeadIQ.

Perryman Financial Advisory, Inc.

Q: What technology does Perryman Financial Advisory, Inc. use?

Perryman Financial Advisory, Inc.'s tech stack includes Font Awesome, oEmbed, jQuery Migrate, Open Graph, Google Maps.

Financial ServicesTexas, United States11-50 Employees

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.

Company Overview

Headquarters: 12221 Merit Drive Suite 1660 Dallas, Texas 75251 United States
Phone number: +1-972-770-****
Website: billperryman.com
SIC Code: 8742 - Management Consulting Services
NAICS Code: 52 - Finance and Insurance
Employees: 11-50