PERFORMA LIMITED (US), LLC

1080 Morrison Drive
Suite 120
Charleston, South Carolina 29403
Tel: 843-297-4940

About PERFORMA LIMITED (US), LLC

PERFORMA LIMITED (US), LLC, formally registered with the SEC as PERFORMA LIMITED (US), LLC. The firm was established in 07/23/2012. They have over 2 offices throughout the country.

PERFORMA LIMITED (US), LLC is a Charleston, South Carolina based Financial Planning firm with nearly $3,375,104,696 assets under management, offering retirement planning & investment advisory services to 114 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154232
SEC#	801-76943
Assets Managed by Firm	$3,375,104,696
No. of Clients	114
No. of Advisors	16

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	114	$3,375,104,696

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