PERENNIAL ADVISORS GROUP, LLC

WESTFORD, Massachusetts·3 registered advisors·CRD# 128600
SEC# 801-629081978-577-6025
01

Firm Overview

AUM
$287M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PERENNIAL ADVISORS GROUP, LLC

3 registered advisors
David Allan Carpenter
WESTFORD, Massachusetts
Kelsey Lynn Brennan
WESTFORD, Massachusetts
Tyler Bruce Dostie
WESTFORD, Massachusetts
05

Office Locations

WESTFORD, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. PERENNIAL ADVISORS GROUP, LLC (CRD# 128600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.