Perennial Advisors Group, LLC
Perennial Advisors Group, LLC is an SEC-registered wealth manager in Westford, MA with $397.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Perennial Advisors Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128600, SEC 801-62908, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $397.4M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Westford, MA
- Employees
- 4
- Clients
- 191
- CRD
- 128600
- Ownership
- CARPENTER, DAVID, ALLAN; BRENNAN, KELSEY, LYNN; DOSTIE, TYLER, BRUCE; MEMENTO TRUST
How much AUM does Perennial Advisors Group, LLC have?
Perennial Advisors Group, LLC reported $397.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Perennial Advisors Group, LLC?
Disclosed owners and executives of Perennial Advisors Group, LLC include CARPENTER, DAVID, ALLAN, BRENNAN, KELSEY, LYNN, DOSTIE, TYLER, BRUCE, MEMENTO TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.