PERENNIAL ADVISORS GROUP, LLC

270 Littleton Road
Suite 19
Westford, Massachusetts 01886
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 2 offices throughout the country.

PERENNIAL ADVISORS GROUP, LLC is a Westford, Massachusetts based Financial Planning firm with nearly $324,022,399 assets under management, offering retirement planning & investment advisory services to 688 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	$324,022,399
No. of Clients	688
No. of Advisors	4

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	688	$324,022,399
Individuals (other than high net worth individuals)	98	$43,362,260
High net worth individuals	91	$280,035,455
Charitable organizations	Fewer than 5 clients	$624,684

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