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Building 2PERENNIAL ADVISORS GROUP, LLC

Map pinWESTFORD, MA
Phone(978) 577-6025
NotebookSEC #801-62908
Total AUM
$397.4M
Employees
4
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
270 LITTLETON ROAD
SUITE 19
WESTFORD
MA 01886
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(978) 577-6025
Other Offices
1

ReceiptFinancials

Total AUM
$397.4M
Accounts
662
Discretionary
$397.4M
Accounts
662
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$39.3M
HNW Individual Clients
105
AUM
$357M
Charitable Organization Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMENHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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