Overview
Assets Under Management: $324 million
Headquarters: WESTFORD, MA
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Frequently Asked Questions
PERENNIAL ADVISORS GROUP, LLC 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 #128600), PERENNIAL ADVISORS GROUP, LLC is subject to fiduciary duty under federal law.
PERENNIAL ADVISORS GROUP, LLC is headquartered in WESTFORD, MA.
PERENNIAL ADVISORS GROUP, LLC serves 91 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, PERENNIAL ADVISORS GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PERENNIAL ADVISORS GROUP, LLC manages $324 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, PERENNIAL ADVISORS GROUP, LLC serves high-net-worth individuals. View client details ↓
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