270 Littleton Road
Suite 19
Westford, Massachusetts 01886
Tel: (978) 577-6025
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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