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 SEC-registered since 2010. FINTRX classifies the firm as "Unclassified" and identifies ownership as a domestic entity tied to an individual owner. The dataset provides minimal detail about the firm's advisory offerings, fee schedules, client types, or specific business activities. The firm is not flagged as an active ESG investor and is not described as a capital allocator. FINTRX also indicates Perth Advisors LLC is not a multi-state adviser, not newly formed, and does not serve in a pension consultant capacity. No affiliations, industry awards, or public-facing descriptions of investment strategy are included in the record.
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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