PERTH ADVISORS LLC
Firm details
- Headquarters
- EXETER, New Hampshire
- CRD number
- 152080
- Registered since
- June 15, 2010
Firm profile
FINTRXOverview
Perth Advisors LLC is an SEC-registered limited liability company formed in 2010. Public records classify the firm as unclassified and indicate ownership by a domestic entity and an individual. It does not report activity as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state or newly formed adviser. The firm is not listed as a pension consultant or as a related adviser to another entity.
Assets & Accounts
Investments & Alternatives
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 1MICHAEL 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
BIGELOW CAPITAL SECURITIES LLC
Broker-DealerPORTSMOUTH, NH
MIDAS SECURITIES GROUP, INC.
Broker-DealerWALPOLE, NH
FORIS CAPITAL US LLC
Broker-DealerPORTSMOUTH, NH
AMERICAN ELM DISTRIBUTION PARTNERS, LLC
Broker-DealerPORTSMOUTH, NH
SECURE PLANNING
Broker-DealerPORTSMOUTH, NH
WESTCAP MARKETS, LLC
Broker-DealerRYE BEACH, NH