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).
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Total Assets Under Management287MILLION
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Total Number of Accounts732ACCOUNTS
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Average Account Value$392,186
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH, TX
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.
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.
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.