Perth Advisors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Exeter, New Hampshire
CRD number
152080
Registered since
June 15, 2010

Firm profile

FINTRX

Overview

Perth Advisors LLC is organized as a limited liability company with ownership reported as a combination of a domestic entity and an individual. Public source data classifies the firm as unclassified and does not identify it as a capital allocator; the firm also does not self-identify as an active ESG investor. Available descriptors indicate the adviser is not multi-state, is not newly formed, and does not list pension consulting or related-adviser activities. The firm has provided very limited public detail about its business model, client focus, fee schedule, or advisory services. That paucity of disclosures makes it difficult to characterize its target clientele or investment approach from public records alone.

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

1 of 1
  • Edward Cohen

    CFO and FINOPCRD 1029283

Contacts

1 of 1
  • Michael Campbell

    Michael Campbell

    Founder and PresidentCRD 2978456

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Exeter, NH

Rockingham

Location

Exeter, NH

Headquartered in Exeter, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
13 River Bend Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth