Perth Advisors LLC

Broker-DealerFINRA MemberEst. 2010
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 and appears on SEC adviser records going back to 2010. FINTRX classifies the firm as unclassified and lists the owner type as both a domestic entity and an individual. The dataset indicates the firm is not a capital allocator and is not flagged as an active ESG investor. Additional operational flags show it is not designated a multi-state adviser, it is not newly formed, and it does not act as a pension consultant or related adviser in the FINTRX record. The firm has not provided detail in FINTRX about its fee schedule, client segments, or the specific advisory services it offers; available public metadata is limited to registration and organizational attributes.

Assets & Accounts

Investments & Alternatives

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth