SD Perron & Co Investment Services

Overview

SD Perron & Co Investment Services is a small, independently owned registered investment adviser organized as a corporation and focused on individual and family clients. The firm bills clients on a percentage-of-assets-under-management basis and also uses hourly fees for some engagements. Its advisory services center on financial planning and portfolio management for individuals, small businesses and institutional/business clients. The firm is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not flagged as a multi-state adviser in the available filings. Advisory activity appears centered on direct client relationships rather than wholesale or sub-advisory distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices