RIA Intel›Advisers›Massachusetts›PERENNIAL ADVISORS GROUP, LLC

PERENNIAL ADVISORS GROUP, LLC

Advisory

N·WESTFORD, MA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM
$324M
1-Year AUM Growth
+9.9%
3-Year CAGR
+1.8%
Employees
3
Assets Under Management
Total AUM$324M
Discretionary AUM$324M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients189
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record38
First FilingMar 9, 2004
Latest FilingJan 21, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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