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Home > Retirement Planners > oregon > portland > PEREGRINE ASSET ADVISERS, INC.
PEREGRINE ASSET ADVISERS, INC.
9755 Sw Barnes Rd
Suite 610
Portland, Oregon 97225
Tel: 503-459-4651
About PEREGRINE ASSET ADVISERS, INC.
PEREGRINE ASSET ADVISERS, INC, formally registered with the SEC as PEREGRINE ASSET ADVISERS, INC. The firm was established in 10/03/2001. They have over 2 offices throughout the country.
PEREGRINE ASSET ADVISERS, INC. is a Portland, Oregon based Financial Planning firm with nearly $575,570,685 assets under management, offering retirement planning & investment advisory services to 501 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115738 |
| SEC# | 801-60608 |
| Assets Managed by Firm | $575,570,685 |
| No. of Clients | 501 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Other (ANNUAL ACCOUNT FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 501 | $575,570,685 |
| Individuals (other than high net worth individuals) | 439 | $173,457,889 |
| High net worth individuals | 43 | $378,698,500 |
| Charitable organizations | Fewer than 5 clients | $10,462,755 |
| Corporations or other businesses | 15 | $12,951,541 |
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