S
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
28 yrs Firm Age
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- Custodian
- Folio Investments ยท Great-West Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-1998
- Office Locations
- 1
Office Locations
-- Hypoluxo FL
About SD Perron & Co. Investment Services
SD Perron & Co. Investment Services is a Hypoluxo-based RIA. The firm has been operating for 28 years. Managing $1.8M in total assets under management, with 1 advisory representatives. They custody assets with Folio Investments and Great-West Trust.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$128.4K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOTT DAVID PERRON
President, TREASURER
- CRD
- #2457230
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,797,864 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,797,864 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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