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Building 2PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.

Map pinCHICAGO, IL
Phone312-775-3533
NotebookSEC #801-72025
Total AUM
$219.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
311 W MONROE STREET
SUITE 1300
CHICAGO
IL 60606-4664
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
312-775-3533

ReceiptFinancials

Total AUM
$219.5M
Accounts
1,526
Discretionary
$190.4M
Accounts
1,337
Non-Discretionary
$29.1M
Accounts
189

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationPending Civil ProceedingSRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
ALARAZCACOCTFLGAIAILINKSLAMAMDMIMNMOMSNCNJNMNVNYOHOKORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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