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Building 2PEREGRINE ASSET ADVISERS, INC.

Map pinPORTLAND, OR
Phone503-459-4651
NotebookSEC #801-60608
Total AUM
$611M
Employees
8
Clients
476

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9755 SW BARNES RD
SUITE 610
PORTLAND
OR 97225
United States
Operating Hours
8:00 TO 4:00
Monday - Friday
Phone
503-459-4651
Other Offices
2

ReceiptFinancials

Total AUM
$611M
Accounts
476
Discretionary
$606.1M
Accounts
470
Non-Discretionary
$4.9M
Accounts
6

ContactClients

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Individual Clients
390
AUM
$184.7M
HNW Individual Clients
51
AUM
$399.5M
Charitable Organization Clients
7
AUM
$12.8M
Corporation or Business Clients
28
AUM
$13.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL ACCOUNT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONMNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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