Perennial Advisors Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

270 Littleton Rd Ste 19, Westford, Massa...

Phone Number

(978) 577-6025

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Perennial Advisors Group

Perennial Advisors Group offers comprehensive financial planning and investment management services tailored to individuals and families. Their approach focuses on aligning clients' financial lives with their personal values and goals, addressing various life events such as retirement, college planning, and divorce. The firm emphasizes a holistic strategy and fiduciary responsibility to act in the best interest of their clients. With a commitment to personalized service, they aim to provide a positive investment experience and support clients through significant life changes.Explore more
Perennial Advisors Group's Social MediaPopular SearchesPerennial Advisors GroupPerennial Advisors Group LLCPerennial GroupThe Perennial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Perennial Advisors Group Org Chart

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KP
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Perennial Advisors Group

<$5M
1-10
Private
-
2003
KP
Kelly PowersOffice Manager
<$5M
11-50
Private
-
1993
RK
Ryan KeezerProject Engineer
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
11-50
Private
-
-
Walter Romatowski, Founder & President at Castellan Financial Advisors
Walter RomatowskiFounder & President
<$5M
1-10
Private
-
2015
Thomas Parkins, Manageing Director at Certitude Advisors
Thomas ParkinsManageing Director
<$5M
1-10
Private
-
2015
JH
Jami HeistenManager, Client Service Extraordinaire Office Personality
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Perennial Advisors Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Perennial Advisors Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Perennial Advisors Group.

Perennial Advisors Group Tech Stack

A closer look at the technologies used by Perennial Advisors Group

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Frequently Asked Questions Regarding Perennial Advisors Group

What is Perennial Advisors Group's official website?
Perennial Advisors Group's official website is www.perennialadvisorsgroup.com
What is Perennial Advisors Group's Revenue?
Perennial Advisors Group's revenue is <$5 Million
What is Perennial Advisors Group's SIC code?
Perennial Advisors Group's SIC: 62,628
What is Perennial Advisors Group's NAICS code?
Perennial Advisors Group's NAICS: 52,523
How many employees does Perennial Advisors Group have?
Perennial Advisors Group has 1-10 employees
What industry does Perennial Advisors Group belong to?
Perennial Advisors Group is in the industry of: Finance, Securities Trading
What is Perennial Advisors Group competition?
Perennial Advisors Group top competitors include: Carpenter Associates, Castellan Financial Advisors, Eppolito Financial Strategies, Certitude Advisors
What technology does Perennial Advisors Group use?
Some of the popular technologies that Perennial Advisors Group uses are: Drupal, RackSpace Cloud DNS, Barracuda Networks, Microsoft 365
How do I contact Perennial Advisors Group?
Perennial Advisors Group contact info: Phone number: (978) 577-6025 Website: www.perennialadvisorsgroup.com
What does Perennial Advisors Group do?

Perennial Advisors Group offers comprehensive financial planning and investment management services tailored to individuals and families. Their approach focuses on aligning clients' financial lives with their personal values and goals, addressing various life events such as retirement, college planning, and divorce. The firm emphasizes a holistic s... trategy and fiduciary responsibility to act in the best interest of their clients. With a commitment to personalized service, they aim to provide a positive investment experience and support clients through significant life changes.Read More

What are Perennial Advisors Group social media links?
Perennial Advisors Group Facebook page
Is Perennial Advisors Group a public company?
Perennial Advisors Group is private company therefore does not currently have an official ticker symbol
See more information about Perennial Advisors Group

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