PERINI CAPITAL

20551 N Pima Rd
Suite 200
Scottsdale, Arizona 85255
Tel: 575-725-1978

About PERINI CAPITAL

PERINI CAPITAL, formally registered with the SEC as PERINI CAPITAL. The firm was established in 04/26/2021. They have over 3 offices throughout the country.

PERINI CAPITAL is a Scottsdale, Arizona based Financial Planning firm with nearly $160,996,876 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158540
SEC#	801-120968
Assets Managed by Firm	$160,996,876
No. of Clients	82
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	82	$160,996,876
Individuals (other than high net worth individuals)	6	$1,227,872
High net worth individuals	33	$80,002,845

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