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Mikell Harrison Perry

FVLCRUM PARTNERS, LLC·ROCKVILLE, Maryland
Clean recordFVLCRUM PARTNERS, LLC
2600 TOWER OAKS BLVD, ROCKVILLE, MD 20852CRD# 7502980Firm CRD# 310971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mikell Harrison Perry · ROCKVILLE, MD
Registration
CRD #7502980 · FVLCRUM PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mikell Harrison Perry is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with FVLCRUM PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FVLCRUM PARTNERS, LLC
FVLCRUM PARTNERS, LLC
AUM
$298M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FVLCRUM PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7502980
Firm CRD# 310971
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mikell Harrison Perry offer?
Mikell Harrison Perry specializes in Retirement Planning. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Mikell Harrison Perry's credentials?
Mikell Harrison Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mikell Harrison Perry located?
Mikell Harrison Perry is based in ROCKVILLE, Maryland, working with FVLCRUM PARTNERS, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Mikell Harrison Perry charge for services?
Mikell Harrison Perry's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FVLCRUM PARTNERS, LLC?
FVLCRUM PARTNERS, LLC has approximately 11 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FVLCRUM PARTNERS, LLC

Benjamin Solomon Carson
ROCKVILLE, MD
Chijioke E Asomugha
ROCKVILLE, MD
Marques Alan Martin
ROCKVILLE, MD

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Research
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