PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
47
Avg account
$0

Firm details

Headquarters
PORTLAND, Maine
CRD number
143809
Registered since
September 21, 2007

Firm profile

FINTRX

Overview

Perpetual Americas Funds Distributors, LLC is registered as a limited liability company and appears in SEC records with a registration date of 2007. Filings list ownership as a combination of a domestic corporate entity and an individual. The firm is recorded as an unclassified entity rather than a typical advisory classification; available data indicate it is not a capital allocator, not an active ESG investor, and is not designated as a multi-state or newly formed adviser. The dataset does not provide specifics on advisory activities, fee schedules, or client segments.

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

Owners & executives

2 of 2
  • Kelly Whetstone

    Chief Compliance Officer and Associate General CounselCRD 5380134

  • Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 45
  • Jeffrey Laroche

    Principal ConsultantCRD 2875921

  • Jared Lucero

    Registered RepresentativeCRD 6753518

  • Zachary Wehner

    Director, Client Portfolio ManagerCRD 6705011

Unlock 42 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTLAND, ME

CUMBERLAND

Location

PORTLAND, ME

Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
CUMBERLAND
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth