Perth Advisors LLC
Firm details
- Headquarters
- Exeter, New Hampshire
- CRD number
- 152080
- Registered since
- June 15, 2010
Firm profile
FINTRXOverview
Perth Advisors LLC is organized as a limited liability company and has been registered with the SEC since 2010. Public records classify the firm as unclassified and list its owner type as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, and it is not designated as a multi-state adviser or a pension consultant. The firm is not flagged as an active ESG investor and is not documented as a related adviser to another registered firm. Available filings and profile data contain very little detail about the firm's client focus, fee schedules, specific advisory activities, or core business lines. That lack of disclosure makes it difficult to characterize investment strategies, target client segments, or service offerings beyond the firm’s registration and structural attributes.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Edward Cohen
CFO and FINOPCRD 1029283
Contacts
1 of 1
Michael Campbell
Founder and PresidentCRD 2978456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Exeter, NH
Rockingham
Location
Exeter, NH
Headquartered in Exeter, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 13 River Bend Cir
- Time zone
- ET (UTC-5)
- Office locations
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