Perennial Advisors Group, LLC
Firm details
- Headquarters
- Westford, Massachusetts
- CRD number
- 128600
- Registered since
- March 25, 2004
- 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
FINTRXOverview
Perennial Advisors Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2004. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its client fee arrangements combine a percentage-of-assets model with fixed-fee engagements. The firm does not list ESG investing as an active focus and is not identified as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents15%
- Exchange Traded Equities3%
Owners & executives
1 of 1
David Carpenter
Founder and CEOCRD 4719038
Contacts
2 of 2
Tyler Dostie
ParaplannerCRD 7596311
Kelsey Brennan
Financial Advisor & PartnerCRD 6266957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westford, MA
Middlesex
Location
Westford, MA
Headquartered in Westford, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 270 Littleton Rd
- Time zone
- ET (UTC-5)
- Office locations
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