Perth Advisors LLC
Firm details
- Headquarters
- Exeter, New Hampshire
- CRD number
- 152080
- Registered since
- June 15, 2010
Firm profile
FINTRXOverview
Perth Advisors LLC is registered as a limited liability company and has been SEC-registered since 2010. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The profile indicates the firm is not a capital allocator and is not active on ESG integration; it is also described as a single-state adviser (not multi-state), not newly formed, and not a pension consultant or related adviser. FINTRX does not provide details on the firm's client segments, fee schedules, or specific advisory activities.
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
Peloton Securities LLC
Broker-DealerPortsmouth, NH
Westcap Markets, LLC
Broker-DealerRye Beach, NH
Secure Planning
Broker-DealerPortsmouth, NH
Midas Securities Group, Inc.
Broker-DealerWalpole, NH
American Elm Distribution Partners, LLC
Broker-DealerPortsmouth, NH
Bigelow Capital Securities LLC
Broker-DealerPortsmouth, NH