PERONI PORTFOLIO ADVISORS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
RADNOR, Pennsylvania
CRD number
281573
Fee structure
Other

Firm profile

FINTRX

Overview

Peroni Portfolio Advisors, Inc. is a corporation with individual ownership that registers as an adviser but provides little public detail about its investment approach. The firm is classified as unclassified and is not identified as a capital allocator or a pension consultant. Its fee structure is listed as "other," suggesting compensation arrangements that differ from standard asset‑based or fixed‑fee models, but specific terms are not disclosed. Peroni Portfolio Advisors, Inc. is not flagged as an active ESG investor and is not designated as a multi‑state adviser; it is also not newly formed according to available metadata. The firm has not supplied material information about its manager selection, sector or style tilts, risk framework, or target client segments. Given the absence of disclosed investment preferences or stated allocation priorities, there is no basis to describe portfolio construction methodology, rebalancing policy, or use of model portfolios.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • EUGENE PERONI

    PresidentCRD 1129637

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RADNOR, PA

DELAWARE

Location

RADNOR, PA

Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
150 N Radnor Chester Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth