Sd Perron & Company Investment Services
Sd Perron & Company Investment Services (CRD# 132592) is a financial advisory firm headquartered in Lantana, FL. They manage $1,150,509 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sd Perron & Company Investment Services
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$67,677
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Sd Perron & Company Investment Services
1
Scott Perron (CRD# 2457230) is an Investment Advisor Representative working at Sd Perron & Company Investment Services in Hypoluxo, FL and has over 29 years of experience in the finance industry.
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