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 SEC-registered since 2010. FINTRX classifies the firm as "Unclassified" and identifies ownership as a domestic entity tied to an individual owner. The dataset provides minimal detail about the firm's advisory offerings, fee schedules, client types, or specific business activities. The firm is not flagged as an active ESG investor and is not described as a capital allocator. FINTRX also indicates Perth Advisors LLC is not a multi-state adviser, not newly formed, and does not serve in a pension consultant capacity. No affiliations, industry awards, or public-facing descriptions of investment strategy are included in the record.

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