Perennial Advisors Group, LLC

Perennial Advisors Group, LLC (CRD# 128600) is a financial advisory firm headquartered in Westford, MA. They manage $287,080,002 in 732 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
270 Littleton Road, Suite 19, Westford, MA 01886
http://www.perennialadvisorsgroup.com
By the Numbers
  • Total Assets Under Management
    287
    MILLION
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $392,186
Compensation Options
  • 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
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
Kelsey Brennan, financial advisor Westford MA
Kelsey L. Brennan
CRD#: 6266957
270 Littleton Road, Suite 19, Westford, MA 01886

Kelsey Brennan (CRD# 6266957) is an Investment Advisor Representative working at Perennial Advisors Group, LLC in Westford, MA and has over 6 years of experience in the finance industry.

2
David Carpenter, financial advisor Westford MA
David A. Carpenter
CRD#: 4719038
270 Littleton Road, Suite 19, Westford, MA 01886

David Carpenter (CRD# 4719038) 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
Tyler Dostie, financial advisor Westford MA
Tyler B. Dostie
CRD#: 7596311
270 Littleton Road, Suite 19, Westford, MA 01886

Tyler Dostie (CRD# 7596311) is an Investment Advisor Representative working at Perennial Advisors Group, LLC in Westford, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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