Perennial Advisors Group, LLC

Perennial Advisors Group, LLC (CRD# 128600) is a financial advisory firm headquartered in Westford, MA. They manage $176,431,654 in 615 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    615
    ACCOUNTS
  • Average Account Value
    $286,881
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Perennial Advisors Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kenneth B. Hoyt
CRD#: 4630079
270 Littleton Road, Suite 19, Westford, MA 01886
96
Wealthminder
score

Kenneth Hoyt (CRD# 4630079) is an Investment Advisor Representative working at Perennial Advisors Group, LLC in Westford, MA and has over 15 years of experience in the finance industry. Kenneth Hoyt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kelsey L. Brennan
CRD#: 6266957
270 Littleton Road, Suite 19, Westford, MA 01886
87
Wealthminder
score

Kelsey Brennan (CRD# 6266957) is an Investment Advisor Representative working at Perennial Advisors Group, LLC in Westford, MA and has 1 year of experience in the finance industry.

3
David A. Carpenter
CRD#: 4719038
20 Meetinghouse Road, P.o. Box 791, Littleton, MA 01460
87
Wealthminder
score

David Carpenter (CRD# 4719038) is an Investment Advisor Representative working at Perennial Advisors Group, LLC in Littleton, MA and has 1 year of experience in the finance industry.

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