Performa Limited (us), LLC
Performa Limited (us), LLC (CRD# 154232) is a financial advisory firm headquartered in Charleston, SC. They manage $3,375,104,696 in 114 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3,375MILLION
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Total Number of Accounts114ACCOUNTS
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Average Account Value$29,606,182
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC, TX, VT
Financial Advisors at Performa Limited (us), LLC
No Advisor Found.
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