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. Ownership is reported as a combination of a domestic entity and an individual. The firm’s regulatory classification in the source data is listed as unclassified. The dataset indicates several operational attributes: Perth Advisors is not identified as a capital allocator, does not self-report as an active ESG investor, and is not designated as a multi-state adviser. It is likewise not noted as a pension consultant or as a related adviser to another registered firm. No information about advisory focus, fee schedules, or specific business activities was provided.
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
Similar firms
Foris Capital US LLC
Broker-DealerPortsmouth, NH
Westcap Markets, LLC
Broker-DealerRye Beach, NH
Midas Securities Group, Inc.
Broker-DealerWalpole, NH
Bigelow Capital Securities LLC
Broker-DealerPortsmouth, NH
Secure Planning
Broker-DealerPortsmouth, NH
American Elm Distribution Partners, LLC
Broker-DealerPortsmouth, NH