Persium Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 128335
- Registered since
- March 9, 2010
- Website
- www.persiumgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.11%
- Pension & Profit Sharing Plans30.86%
- Individuals5.07%
- Corporations / Businesses1.83%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Persium Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2010) and serves both individual/family and institutional clients. Its compensation model combines percentage-of-AUM fees with fixed-fee arrangements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and educational seminars/workshops. Persium does not identify itself as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Cash & Cash Equivalents17%
- Exchange Traded Equities8%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
2 of 2
Patrick Ungashick
Chief Executive OfficerCRD 3008861
Kimberly Brown
Client Services CoordinatorCRD 7785431
Contacts
3 of 10
Michael Murray
PartnerCRD 5709922
Stephen Griner
PresidentCRD 4468126
Joel Rabanal
AnalystCRD 7005993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$138M in ETFs
76%
$106M
23%
$32.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF (SCHF) | Schwab | Passive | Foreign Large Blend | $38.2M | 1,389,247 | 27.57% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 2100 Riveredge Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
EPG Wealth Management LLC
RIAAtlanta, GA
Domain Timber Advisors, LLC
RIAAtlanta, GA
Altera Private Access, LLC
RIAAtlanta, GA
Arcapita Investment Management US Inc.
RIAAtlanta, GA
Sherrill & Hutchins Financial Advisory Inc
RIAAtlanta, GA
Novapoint Capital LLC
RIAAtlanta, GA