A.M. Perricone LLC

Overview

A.M. Perricone LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which aligns with its use of annuity products alongside investment services. Compensation mixes percentage-of-assets fees with hourly and fixed-fee arrangements. The firm does not present itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension-consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices