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 has been registered with the SEC since 2010. Public records classify the firm as unclassified and list its owner type as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, and it is not designated as a multi-state adviser or a pension consultant. The firm is not flagged as an active ESG investor and is not documented as a related adviser to another registered firm. Available filings and profile data contain very little detail about the firm's client focus, fee schedules, specific advisory activities, or core business lines. That lack of disclosure makes it difficult to characterize investment strategies, target client segments, or service offerings beyond the firm’s registration and structural attributes.

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

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Recent M&A activity

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Recent filings

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Awards

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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