SD PERRON & CO. INVESTMENT SERVICES

SD PERRON & CO. INVESTMENT SERVICES is an SEC-registered investment adviser (CRD 132592). Regulatory assets under management: $1.8M.

Registration

• CRD: 132592
• Type: Registered investment adviser
• Phone: 561-540-2600
• Latest filing: 2026-04-01
• Regulatory AUM: $1.8M
• Discretionary AUM: $1.8M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132592 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search