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PEREGRINE INVESTMENT ADVISORS, LLC

801 Baptist Drive
Suite 200
Madison, Mississippi 39110
Tel: 769-216-3232

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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 StatusApproved
Firm CRD#153081
SEC#801-71179
Assets Managed by Firm$343,597,882
No. of Clients218
No. of Advisors4

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 ClientsAUM
Firm Total218$343,597,882
Individuals (other than high net worth individuals)37$11,707,965
High net worth individuals51$295,602,093
Charitable organizationsFewer than 5 clients$11,060,295
Corporations or other businessesFewer than 5 clients$25,227,529

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