CRD: 128600
Perennial Advisors Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-1998
- Office Locations
- 1
Office Locations
About Perennial Advisors Group, LLC
Perennial Advisors Group is a boutique Westford, MA RIA providing comprehensive financial planning and investment management, helping clients navigate life events such as early retirement, college funding, inheritances, divorce, and loss of a spouse. Portfolios use an academically based strategy aligned to goals and risk tolerance. Team includes CFP professionals (and an EA) and custodies with Schwab.
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Owner & Executives
KELSEY LYNN BRENNAN
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6266957
- Ownership
- 10% but less than 25%
TYLER BRUCE DOSTIE
Financial Advisor, Paraplanner
- CRD
- #7596311
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,397,651 | $600,299 |
| Non-Discretionary | $0 | -- |
| Total | $397,397,651 | $600,299 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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