Overview
Assets Under Management: $576 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 5
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.14
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 501
Discretionary Accounts: 495
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 115738
Filing ID: 1954488
Last Filing Date: 2025-03-10 18:27:00
Website: https://peregrineaa.com