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 is listed as an SEC-registered adviser since 2010. Public records classify the firm as unclassified and indicate ownership ties to both a domestic entity and an individual. FINTRX flags show the firm is not characterized as a capital allocator, is not an active ESG investor, and does not report multi-state advisory status. Other activity flags in the snapshot note it is not newly formed, not a pension consultant, and not identified as a related adviser.
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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