Overview
Assets Under Management: $576 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 43
Average Client Assets: $9 million
Frequently Asked Questions
PEREGRINE ASSET ADVISERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115738), PEREGRINE ASSET ADVISERS, INC. is subject to fiduciary duty under federal law.
PEREGRINE ASSET ADVISERS, INC. is headquartered in PORTLAND, OR.
PEREGRINE ASSET ADVISERS, INC. serves 43 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, PEREGRINE ASSET ADVISERS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PEREGRINE ASSET ADVISERS, INC. manages $576 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, PEREGRINE ASSET ADVISERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.80
Average High-Net-Worth Client Assets: $9 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