Perth Advisors LLC
Firm details
- Headquarters
- Exeter, New Hampshire
- CRD number
- 152080
- Registered since
- June 15, 2010
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Edward Cohen
CFO and FINOPCRD 1029283
Contacts
1 of 1
Michael Campbell
Founder and PresidentCRD 2978456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Peloton Securities LLC
Broker-DealerPortsmouth, NH
Westcap Markets, LLC
Broker-DealerRye Beach, NH
Midas Securities Group, Inc.
Broker-DealerWalpole, NH
Foris Capital US LLC
Broker-DealerPortsmouth, NH
Secure Planning
Broker-DealerPortsmouth, NH
Bigelow Capital Securities LLC
Broker-DealerPortsmouth, NH