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 organized as a limited liability company and has been registered with the SEC since 2007. Filings characterize the ownership as a mix of a domestic entity and an individual and list the firm's regulatory classification as "unclassified." The snapshot indicates the firm is not a capital allocator and is not identified as an active ESG investor. Several typical profile fields—such as fee structure, specific business or advisory activities, and client base—are not populated in the provided snapshot.

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

3 of 3
  • Gordon Taylor

    Gordon Taylor

    Chief Compliance OfficerCRD 2990648

  • Kelly Whetstone

    Kelly Whetstone

    Chief Compliance Officer and Associate General CounselCRD 5380134

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 44
  • Jeffrey Laroche

    Jeffrey Laroche

    Principal ConsultantCRD 2875921

  • Jared Lucero

    Jared Lucero

    Registered RepresentativeCRD 6753518

  • Zachary Wehner

    Zachary Wehner

    Director, Client Portfolio ManagerCRD 6705011

Unlock 41 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth