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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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