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PEREGRINE ASSET ADVISERS, INC.
CRD 115738 · SEC 801-60608
9755 SW BARNES RD, SUITE 610, PORTLAND, OR, 97225, United States
Phone
503-459-4651
Fax
503-459-4653
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$611.0M
Discretionary AUM
$606.1M
Team
8 total employees; 6 advisory reps; 36 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; ANNUAL ACCOUNT FEE
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 390 | $184.7M |
| High net worth individuals | 51 | $399.5M |
| Charitable organizations | 7 | $12.8M |
| Corporations/business entities | 28 | $13.9M |
States served
AZ, CA, CO, NM, NY, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD