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PERFORMA LIMITED (US), LLC
701 East Bay Street
Suite 405
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 $2,876,679,894 assets under management, offering retirement planning & investment advisory services to 99 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154232 |
| SEC# | 801-76943 |
| Assets Managed by Firm | $2,876,679,894 |
| No. of Clients | 99 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 99 | $2,876,679,894 |
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