PERENNIAL ADVISORS GROUP, LLC

270 Littleton Road
Suite 19
Westford, Massachusetts 1886
Tel: 978-577-6025

About PERENNIAL ADVISORS GROUP, LLC

PERENNIAL ADVISORS GROUP, LLC, formally registered with the SEC as PERENNIAL ADVISORS GROUP, LLC. The firm was established in 03/25/2004. They have over 1 offices throughout the country.

PERENNIAL ADVISORS GROUP, LLC is a Westford, Massachusetts based Financial Planning firm with nearly $261,220,453 assets under management, offering retirement planning & investment advisory services to 735 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128600
SEC#	801-62908
Assets Managed by Firm	$261,220,453
No. of Clients	735
No. of Advisors	4

Fee Structure

Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	735	$261,220,453
Individuals (other than high net worth individuals)	78	$38,493,433
High net worth individuals	93	$222,241,029
Charitable organizations	Fewer than 5 clients	$485,991

Inquire with PERENNIAL ADVISORS GROUP, LLC

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