Persium Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 128335
- Registered since
- March 9, 2010
- Website
- www.persiumgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.11%
- Pension & Profit Sharing Plans30.86%
- Individuals5.07%
- Corporations / Businesses1.83%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Persium Advisors, LLC is an independent registered investment adviser formed in 2010 that serves both individual/family and institutional clients. Their advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars; their ADV also lists pension consulting services, though they are not separately designated as a pension consultant. The firm charges a mix of percentage-of-AUM fees and fixed fees and does not position itself as a capital allocator. Persium does not report itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents17%
- Exchange Traded Equities8%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
2 of 2
Patrick Ungashick
Chief Executive OfficerCRD 3008861
Kimberly Brown
Client Services CoordinatorCRD 7785431
Contacts
3 of 9Phillip Nelson
Investment Advisor RepresentativeCRD 4838890
Alexei Lutsayev
AnalystCRD 7683188
Raymond Prophater
PartnerCRD 3174547
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$103M in ETFs
96%
$98.9M
2%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $38.5M | 1,390,488 | 37.40% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 2100 Riveredge Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
EPG Wealth Management LLC
RIAAtlanta, GA
Domain Timber Advisors, LLC
RIAAtlanta, GA
Altera Private Access, LLC
RIAAtlanta, GA
Arcapita Investment Management US Inc.
RIAAtlanta, GA
Sherrill & Hutchins Financial Advisory Inc
RIAAtlanta, GA
Novapoint Capital LLC
RIAAtlanta, GA