PERENNIAL ADVISORS GROUP, LLC

RIASEC RegisteredEst. 2004

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 SEC-registered registered investment adviser that has operated since 2004 and focuses on individual and family clients as well as small businesses and institutions. The firm provides financial planning and portfolio management services and appears to run client mandates primarily on a discretionary basis. Its fee model combines percentage-of-AUM billing with fixed-fee arrangements, allowing flexibility across wealth levels and plan types. Investment implementation tilts toward pooled public vehicles: mutual funds and public funds are the dominant vehicle on the books. Perennial is not an active ESG investor and is set up as a single-state adviser rather than a multi-state platform. Custody and trade execution are concentrated at Charles Schwab & Co., Inc., which holds the firm’s reported assets.