Overview
Assets Under Management: $324 million
Headquarters: WESTFORD, MA
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.42
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 688
Discretionary Accounts: 688
Regulatory Filings
CRD Number: 128600
Last Filing Date: 2025-03-04 00:00:00
Website: https://perennialadvisorsgroup.com