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James Michael Perry

KEEL POINT, LLC·HUNTSVILLE, Alabama
Unclaimed Profile
100 CHURCH STREET, HUNTSVILLE, AL 35801CRD# 1189342Firm CRD# 127902
01

About

James Michael Perry is a registered financial advisor based in HUNTSVILLE, Alabama, affiliated with KEEL POINT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
KEEL POINT, LLC
KEEL POINT, LLC
AUM
$2.9B
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at KEEL POINT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1189342
Firm CRD# 127902
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Perry offer?
James Michael Perry specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HUNTSVILLE, Alabama for a consultation.
What are James Michael Perry's credentials?
James Michael Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Perry located?
James Michael Perry is based in HUNTSVILLE, Alabama, working with KEEL POINT, LLC. Their office serves clients in the HUNTSVILLE metropolitan area and surrounding communities.
How does James Michael Perry charge for services?
James Michael Perry's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEEL POINT, LLC?
KEEL POINT, LLC has approximately 83 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNTSVILLE
Robert Carl Mayes — KEEL POINT, LLCKun Yea — KEEL POINT, LLCDavid Melville Parks — KEEL POINT, LLCSteven Lynn Skancke — KEEL POINT, LLCWesley Mason Pope — EASTSIDE MANAGEMENT COMPANY, LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideMOBILE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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