Perennial Advisors Group, LLC

RIASEC Registered

Total AUM

$397M

Discretionary

$397M

100% of AUM

Avg account

$600K

Accounts

662

Employees

Advisory reps

Firm details

Headquarters: Westford, Massachusetts
CRD number: 128600
Registered since: March 25, 2004
Website: www.perennialadvisorsgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.84%
Individuals9.9%
Charitable Organizations0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Perennial Advisors Group, LLC is an independent registered investment adviser that registered with the SEC in 2004. The firm serves primarily individual and family clients and offers financial planning plus portfolio management for individuals, small businesses, and institutional/business clients. Ownership is a combination of a domestic entity and individuals; compensation for advisory services is a mix of percentage-of-AUM and fixed fees. Perennial does not identify as an active ESG investor and is not positioned as a capital allocator — it relies on third-party managers rather than operating proprietary alternative funds.