Overview
Assets Under Management: $344 million
Headquarters: MADISON, MS
High-Net-Worth Clients: 51
Average Client Assets: $6 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.03
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 218
Discretionary Accounts: 218
Regulatory Filings
CRD Number: 153081
Last Filing Date: 2025-02-10 00:00:00
Website: https://peregrineinvest.com