1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PEREGRINE INVESTMENT ADVISORS, LLC

Map pinMADISON, MS
Phone769-216-3232
NotebookSEC #801-71179
Total AUM
$368.4M
Employees
4
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 BAPTIST DRIVE
SUITE 200
MADISON
MS 39110
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
769-216-3232
Other Offices
1

ReceiptFinancials

Total AUM
$368.4M
Accounts
206
Discretionary
$368.4M
Accounts
206
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
37
AUM
$12.3M
HNW Individual Clients
49
AUM
$317.2M
Charitable Organization Clients
1
AUM
$12.4M
Corporation or Business Clients
1
AUM
$26.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALGALAMSTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account