AdvisorOS Directory
Claim Profile
KA

Kevin James Anthony

PEREGRINE INVESTMENT ADVISORS, LLC·MADISON, Mississippi
Unclaimed Profile
801 BAPTIST DRIVE, MADISON, MS 39110CRD# 1552494Firm CRD# 153081
01

About

Kevin James Anthony is a registered financial advisor based in MADISON, Mississippi, affiliated with PEREGRINE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PEREGRINE INVESTMENT ADVISORS, LLC
PEREGRINE INVESTMENT ADVISORS, LLC
AUM
$333M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PEREGRINE INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1552494
Firm CRD# 153081
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MADISON?

Browse all registered financial advisors in MADISON, Mississippi or claim this profile if it's yours.

Browse MADISON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin James Anthony offer?
Kevin James Anthony specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MADISON, Mississippi for a consultation.
What are Kevin James Anthony's credentials?
Kevin James Anthony is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin James Anthony located?
Kevin James Anthony is based in MADISON, Mississippi, working with PEREGRINE INVESTMENT ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Kevin James Anthony charge for services?
Kevin James Anthony's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEREGRINE INVESTMENT ADVISORS, LLC?
PEREGRINE INVESTMENT ADVISORS, LLC has approximately 4 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MADISON
Jr. Phil Younker — ABRIDGE PARTNERS, LLCJohn O'donnell Knox — PEREGRINE INVESTMENT ADVISORS, LLCKenneth Monroe Lott — SMITH SHELLNUT WILSON LLCSteven Patrick Given — SMITH SHELLNUT WILSON LLCJaime Lynn Graham — ABRIDGE PARTNERS, LLC
Nearby cities in Mississippi
JACKSON (59)RIDGELAND (52)OXFORD (15)GULFPORT (10)CLARKSDALE (6)
City Guides
JACKSON GuideRIDGELAND GuideOXFORD GuideGULFPORT GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile