Perpetual Americas Funds Distributors, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
143809
Registered since
September 21, 2007

Firm profile

FINTRX

Overview

Perpetual Americas Funds Distributors, LLC is organized as a limited liability company and is registered with the SEC (registration recorded in 2007). FINTRX classifies the entity as a fund distributor rather than an investment manager or capital allocator. The firm is identified as owned by domestic entities and individuals and does not report related-adviser status, multi-state adviser activity, pension consulting, or active ESG investing. FINTRX does not list advisory activities or client-facing investment management functions for the entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Gordon Taylor

    Gordon Taylor

    Chief Compliance OfficerCRD 2990648

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 44
  • Robert Dick

    Robert Dick

    ConsultantCRD 5820373

  • Tariq Akbar

    Tariq Akbar

    ConsultantCRD 5245852

  • Kelly Shahinian

    Kelly Shahinian

    Marketing Compliance OfficerCRD 5291568

Unlock 41 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth