Perennial Trust LLC
Perennial Trust LLC (CRD# 170517) is a financial advisory firm headquartered in Melrose, MA. They manage $11,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$916,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Lento (CRD# 6299399) is an Investment Advisor Representative working at Perennial Trust LLC in Stoneham, MA and has over 4 years of experience in the finance industry.