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PEREGRINE INVESTMENT ADVISORS, LLC
801 Baptist Drive
Suite 200
Madison, Mississippi 39110
Tel: 769-216-3232
About PEREGRINE INVESTMENT ADVISORS, LLC
PEREGRINE INVESTMENT ADVISORS, LLC, formally registered with the SEC as PEREGRINE INVESTMENT ADVISORS, LLC. The firm was established in 03/08/2010. They have over 2 offices throughout the country.
PEREGRINE INVESTMENT ADVISORS, LLC is a Madison, Mississippi based Financial Planning firm with nearly $343,597,882 assets under management, offering retirement planning & investment advisory services to 218 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153081 |
| SEC# | 801-71179 |
| Assets Managed by Firm | $343,597,882 |
| No. of Clients | 218 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 218 | $343,597,882 |
| Individuals (other than high net worth individuals) | 37 | $11,707,965 |
| High net worth individuals | 51 | $295,602,093 |
| Charitable organizations | Fewer than 5 clients | $11,060,295 |
| Corporations or other businesses | Fewer than 5 clients | $25,227,529 |
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