Perpetual Americas Funds Distributors, LLC

Broker-DealerFINRA Member
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 is classified in the dataset as a fund distributor. The profile identifies domestic and individual ownership and positions the firm on the distribution side of the business rather than as an allocator of client capital. Data points indicate the firm is not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm has provided minimal public detail about its business lines, client segments, or affiliated activities beyond its distributor classification. That limited disclosure makes it difficult to assess product focus, target client types, or sales channels from the available record.

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
  • Gordon Taylor

    Gordon Taylor

    Chief Compliance OfficerCRD 2990648

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 45
  • Robert Dick

    Robert Dick

    ConsultantCRD 5820373

  • Tariq Akbar

    Tariq Akbar

    ConsultantCRD 5245852

  • Kelly Shahinian

    Kelly Shahinian

    Marketing Compliance OfficerCRD 5291568

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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