PERENNIAL ADVISORS GROUP, LLC of WESTFORD, MA is an SEC-registered investment adviser (CRD 128600). Regulatory assets under management: $397.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| David Allan Carpenter | MANAGING MEMBER/OWNER/PRINCIPAL; TRUSTEE | — |
| Kelsey Lynn Brennan | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR | — |
| Tyler Bruce Dostie | FINANCIAL ADVISOR/SHAREHOLDER | — |
| BRENNAN MARY LYNN | CHIEF COMPLIANCE OFFICER/PRINCIPAL/FINANCIAL ADVISOR; FINANCIAL ADVISOR | — |
| CARPENTER DAVID ALLAN | MANAGING MEMBER/OWNER/PRINCIPAL; MANAGING MEMBER/OWNER/PRINCIPAL/CHIEF COMPLIANCE OFFICER; OWNER/PRINCIPAL (+4 more) | — |
| DOSTIE TYLER BRUCE | FINANCIAL ADVISOR/SHAREHOLDER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (978) 577-6025 |