Unclaimed Profile

William Michael Perry

PARK PLACE CAPITAL MANAGEMENT, INC.·MILWAUKEE, Wisconsin

Series 1, Series 7, Series 24, Series 63Clean record40 years registeredPARK PLACE CAPITAL MANAGEMENT, INC.

ONE PARK PLAZA, MILWAUKEE, WI 53224-3638CRD# 360760Firm CRD# 105154

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Michael Perry · MILWAUKEE, WI

Registration

CRD #360760 · PARK PLACE CAPITAL MANAGEMENT, INC. · 40 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARK PLACE CAPITAL MANAGEMENT, INC.

STRATEGIC WEALTH PARTNERS

Jan 2018 – Jan 2021

Milwaukee, WI

PERRY CAPITAL MANAGEMENT INC

Oct 1985 – Dec 2002

MILWAUKEE, WI

PPCM, INC.

Oct 1985 – Feb 2018

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · October 1, 1985

Years registered · 40

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARK PLACE CAPITAL MANAGEMENT, INC.

CRD 105154 · SEC 801-25182

AUM

$802M

Regulatory assets under management

Employees

140 client accounts

Services offered by PARK PLACE CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARK PLACE CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does William Michael Perry offer?

William Michael Perry specializes in Financial Planning, Investment Management, Wealth Management.

What are William Michael Perry's credentials?

William Michael Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Michael Perry located?

William Michael Perry is based in MILWAUKEE, Wisconsin, last registered with PARK PLACE CAPITAL MANAGEMENT, INC..

How does William Michael Perry charge for services?

William Michael Perry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARK PLACE CAPITAL MANAGEMENT, INC.?

PARK PLACE CAPITAL MANAGEMENT, INC. has approximately 7 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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