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PERIOPE, LC
CRD 144256 · SEC 801-130296
162 NORTH 400 EAST, BLDG. A, SUITE 201, ST. GEORGE, UT, 84770, United States
Phone
435-634-9008
Fax
435-634-0814
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.2M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 508 | $53.1M |
| High net worth individuals | 120 | $124.1M |
States served
AZ, CA, NV, NM, UT, TX
All web addresses on file
Official SEC filing: View on IAPD