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PERENNIAL ADVISORS GROUP, LLC

WESTFORD, MA · CRD 128600 · IAPD ↗ · perennialadvisorsgroup.com · (978) 577-6025

$397.4MRegulatory AUM
3Advisory reps
4Employees
1Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2024 — PERENNIAL ADVISORS GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2024 — PERENNIAL ADVISORS GROUP, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.