Performa Limited (us), LLC

Performa Limited (us), LLC (CRD# 154232) is a financial advisory firm headquartered in Charleston, SC. They manage $2,427,819,813 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
701 East Bay Street, Suite 405, Charleston, SC 29403
http://www.performaltd.com
By the Numbers
  • Total Assets Under Management
    2,428
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $21,111,477
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

SC, VT

Financial Advisors at Performa Limited (us), LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Kilborn, financial advisor Charleston SC
David T. Kilborn
CRD#: 2314307
701 East Bay Street, Suite 405, Charleston, SC 29403

David Kilborn (CRD# 2314307) is an Investment Advisor Representative working at Performa Limited (us), LLC in Charleston, SC and has over 27 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals