|
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|
| Keyboard |
| Periope LC
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|
|---|---|
| CRD # | 144256 |
| SEC # | 801-130296 |
| CIK # | |
| AUM | 177.2 M (2026-02-27) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 435-634-9008 |
| Address | 162 North 400 East St George, UT 84770 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 508 | 53.1 |
| (b) Individuals (high net worth individuals) | 120 | 124.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 725 | 177.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 725 | 177.2 |
| Total | 725 | 177.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.2 | |
| Total | 725 | 177.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silicon Private Wealth LLC
✚
|
177.8 M | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 177.8 M |
|
Gasber Financial Advisors Inc
✚
|
CA | 177.7 M |
|
HOFF Brothers LLC
✚
|
WI | 177.5 M |
|
Hollingsworth Avent Averre & Purvis PA
✚
|
NC | 177.4 M |
|
Silverpeak Wealth Advisors LLC
✚
|
CO | 177.4 M |
|
Naviant Partners LLC
✚
|
AL | 177.3 M |
|
Marathon Mission Inc
✚
|
NY | 177.1 M |
|
HTAA LLC
✚
|
IL | 177.0 M |
|
DMC Group LLC
✚
|
AL | 176.7 M |