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PERFORMA LIMITED (US), LLC
PERFORMA LIMITED (US), LLC
CHARLESTON, South Carolina
·
8 registered advisors
·
CRD# 154232
SEC# 801-76943
1
843-297-4940
01
Firm Overview
AUM
$3.4B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at PERFORMA LIMITED (US), LLC
8 registered advisors
Chappell Christmas Halstead
CHARLESTON, South Carolina
CRD# 6097430
David Thompson Kilborn
CHARLESTON, South Carolina
CRD# 2314307
Jason Michael Golder
CHARLESTON, South Carolina
CRD# 6063578
Kathy Marie Cavaco
CHARLESTON, South Carolina
CRD# 4413767
Lawrence Burtschy
CHARLESTON, South Carolina
CRD# 1995161
Robert Scott Mildrum
CHARLESTON, South Carolina
CRD# 5110420
Sandi Martin Prescott
CHARLESTON, South Carolina
CRD# 6061514
Scott Michael Mcintyre
CHARLESTON, South Carolina
CRD# 2791508
05
Office Locations
CHARLESTON, South Carolina
8 advisors
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Data sourced from SEC Form ADV filings. PERFORMA LIMITED (US), LLC (CRD# 154232) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.