Peregrine Investment Advisors, Llc

EST. AUM
$368,442,604

CONTACTS
2

CLIENT ACCOUNTS
206

Firm Details

Metro area Birmingham
CRD Number 153081
Website peregrineinvest.com
Client types

Overview

Peregrine Investment Advisors, LLC is an independent, fee-only investment advisor that provides discretionary asset management services to individuals, trusts, estates, businesses and charitable organizations. Client portfolios are allocated among equity and fixed income investments according to the client's designated objectives. Peregrine is registered with the U.S. Securities and Exchange Commission and is subject to fiduciary and regulatory obligations under the Investment Advisers Act of 1940. The firm has adopted compliance policies and procedures, adheres to a code of ethics and fosters a client-centric culture focused on integrity and excellence. Peregrine receives 100% of its compensation from asset-based advisory fees paid by clients. The firm is employee-owned, has offices just outside of Jackson, MS and Atlanta, GA, and maintains both local and out-of-state client relationships.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Peregrine Investment Advisors, Llc

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company