PERENNIAL ADVISORS GROUP, LLC
CRD #128600 SEC #801-62908 WESTFORD, MA (978) 577-6025
SEC Registered
Total AUM
$324M
Discretionary
$324M
Employees
4
Clients
101
Accounts
688
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $324M | $324M | $0 | 4 | 3 |
| Nov 2024 | $287.1M | $287.1M | $0 | 4 | 6 |
| Jul 2024 | $287.1M | $287.1M | $0 | 4 | 6 |
| May 2024 | $287.1M | $287.1M | $0 | 4 | 6 |
| Mar 2024 | $287.1M | $287.1M | $0 | 4 | 6 |
| Sep 2023 | $261.2M | $261.2M | $0 | 4 | 0 |
| Mar 2023 | $261.2M | $261.2M | $0 | 4 | 0 |
| Sep 2022 | $298.9M | $298.9M | $0 | 3 | 0 |
| Apr 2022 | $298.9M | $298.9M | $0 | 3 | 0 |
| Mar 2022 | $298.9M | $298.9M | $0 | 3 | 0 |
| Mar 2021 | $268.9M | $268.9M | $0 | 3 | 0 |
| Jul 2020 | $247M | $247M | $0 | 4 | 0 |
| Jun 2020 | $247M | $247M | $0 | 4 | 0 |
| Mar 2020 | $247M | $247M | $0 | 4 | 0 |
| Apr 2019 | $191.5M | $191.5M | $0 | 4 | 0 |
| Mar 2019 | $191.5M | $191.5M | $0 | 4 | 0 |
| Mar 2018 | $206.5M | $206.5M | $0 | 4 | 0 |
| Mar 2018 | $206.5M | $206.5M | $0 | 4 | 0 |
| Dec 2017 | $176.4M | $176.4M | $0 | 4 | 0 |
| Mar 2017 | $176.4M | $176.4M | $0 | 4 | 100 |
| Oct 2016 | $150.9M | $150.4M | $440.1K | 3 | 100 |
| Mar 2016 | $150.9M | $150.4M | $440.1K | 3 | 100 |
| Apr 2015 | $151.6M | $151.1M | $464.7K | 3 | 113 |
| Mar 2015 | $151.6M | $151.1M | $464.7K | 3 | 113 |
| Apr 2014 | $134.4M | $133.9M | $484.1K | 3 | 113 |
| Mar 2014 | $134.4M | $133.9M | $484.1K | 3 | 113 |
| Apr 2013 | $113M | $112.6M | $444.5K | 3 | 113 |
| Mar 2012 | $96.1M | $95.7M | $425K | 1 | 110 |
| Jul 2010 | $92.8M | $92.3M | $457.5K | 5 | -- |
| Mar 2007 | $70.7M | $70.1M | $612.1K | 5 | -- |
| Mar 2006 | $52.5M | $51.9M | $544.8K | 5 | -- |
| Sep 2005 | $42.7M | $42.2M | $542.9K | 5 | -- |
DateMar 2025
Total AUM$324M
Discretionary$324M
Non-Disc.$0
Employees4
Clients3
DateNov 2024
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees4
Clients6
DateJul 2024
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees4
Clients6
DateMay 2024
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees4
Clients6
DateMar 2024
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees4
Clients6
DateSep 2023
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$261.2M
Discretionary$261.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$268.9M
Discretionary$268.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees4
Clients100
DateOct 2016
Total AUM$150.9M
Discretionary$150.4M
Non-Disc.$440.1K
Employees3
Clients100
DateMar 2016
Total AUM$150.9M
Discretionary$150.4M
Non-Disc.$440.1K
Employees3
Clients100
DateApr 2015
Total AUM$151.6M
Discretionary$151.1M
Non-Disc.$464.7K
Employees3
Clients113
DateMar 2015
Total AUM$151.6M
Discretionary$151.1M
Non-Disc.$464.7K
Employees3
Clients113
DateApr 2014
Total AUM$134.4M
Discretionary$133.9M
Non-Disc.$484.1K
Employees3
Clients113
DateMar 2014
Total AUM$134.4M
Discretionary$133.9M
Non-Disc.$484.1K
Employees3
Clients113
DateApr 2013
Total AUM$113M
Discretionary$112.6M
Non-Disc.$444.5K
Employees3
Clients113
DateMar 2012
Total AUM$96.1M
Discretionary$95.7M
Non-Disc.$425K
Employees1
Clients110
DateJul 2010
Total AUM$92.8M
Discretionary$92.3M
Non-Disc.$457.5K
Employees5
Clients--
DateMar 2007
Total AUM$70.7M
Discretionary$70.1M
Non-Disc.$612.1K
Employees5
Clients--
DateMar 2006
Total AUM$52.5M
Discretionary$51.9M
Non-Disc.$544.8K
Employees5
Clients--
DateSep 2005
Total AUM$42.7M
Discretionary$42.2M
Non-Disc.$542.9K
Employees5
Clients--