5 Greenwich Office Park
Third Floor
Greenwich, Connecticut 06831
Tel: (203) 742-2400
PERFORMANCE EQUITY MANAGEMENT, LLC, formally registered with the SEC as PERFORMANCE EQUITY MANAGEMENT, LLC. The firm was established in 03/01/2001. They have over 1 offices throughout the country.
PERFORMANCE EQUITY MANAGEMENT, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $9,531,067,693 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 34 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110207 |
SEC# | 801-60051 |
Assets Managed by Firm | $9,531,067,693 |
No. of Clients | 32 |
No. of Advisors | 34 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 32 | $9,531,067,693 |
Corporations or other businesses | 2 | $4,569,378,751 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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