801 Baptist Drive
Suite 200
Madison, Mississippi 39110
Tel: 769-216-3232
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,233,687,387 | 696 | 16 | |
$1,865,178,576 | 348 | 18 | |
$1,341,890,722 | 6 | 110 | |
$1,148,400,486 | 3008 | 18 | |
$1,087,865,356 | 2816 | 15 |
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