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PERENNIAL ADVISORS GROUP, LLC

CRD 128600 · SEC 801-62908

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270 LITTLETON ROAD, SUITE 19, WESTFORD, MA, 01886, United States

Phone

(978) 577-6025

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$397.4M

Discretionary AUM

$397.4M

Team

4 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals86$39.3M
High net worth individuals105$357.0M

States served

ME, MA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD