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Jason Matthew Peroni

SEVENONESEVEN CAPITAL MANAGEMENT, LTD·LANCASTER, Pennsylvania
Unclaimed Profile
1755 OREGON PIKE, LANCASTER, PA 17601CRD# 2754901Firm CRD# 305092
01

About

Jason Matthew Peroni is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with SEVENONESEVEN CAPITAL MANAGEMENT, LTD. 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
Institutional Investors
03

Firm Overview

Firm
SEVENONESEVEN CAPITAL MANAGEMENT, LTD
FAITHWARD CAPITAL
AUM
$631M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SEVENONESEVEN CAPITAL MANAGEMENT, LTD →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2754901
Firm CRD# 305092
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Matthew Peroni offer?
Jason Matthew Peroni specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Jason Matthew Peroni's credentials?
Jason Matthew Peroni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Matthew Peroni located?
Jason Matthew Peroni is based in LANCASTER, Pennsylvania, working with SEVENONESEVEN CAPITAL MANAGEMENT, LTD. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Jason Matthew Peroni charge for services?
Jason Matthew Peroni'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 SEVENONESEVEN CAPITAL MANAGEMENT, LTD?
SEVENONESEVEN CAPITAL MANAGEMENT, LTD has approximately 8 employees and manages $631M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LANCASTER
Thomas Adrian Russo — GARDNER RUSSO & QUINN LLCJr. Eugene Gardner — GARDNER RUSSO & QUINN LLCAnne Downey Gardner — GARDNER RUSSO & GARDNER LLCTimothy Charles Quinn — GARDNER RUSSO & QUINN LLCEugene Herr Gardner — GARDNER RUSSO & GARDNER LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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