5 Greenwich Office Park
Third Floor
Greenwich, Connecticut 6831
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 $11,092,678,291 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 | $11,092,678,291 |
No. of Clients | 32 |
No. of Advisors | 34 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 32 | $11,092,678,291 |
Corporations or other businesses | 2 | $5,596,865,721 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$196,833,823,871 | 143 | 1166 | |
$139,912,052,624 | 18 | 2311 | |
$122,238,315,019 | 40 | 63 | |
$119,996,796,135 | 279 | 566 | |
$110,827,884,619 | 182 | 290 |
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