|
⚲
|
| Periope LC
✚
|
|
|---|---|
| CRD # | 144256 |
| SEC # | 801-130296 |
| CIK # | |
| AUM | $152.0 M (2025-05-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 435-634-9008 |
| Address | 162 North 400 East St George, UT 84770 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 20.6 |
| (b) Individuals (high net worth individuals) | 56 | 131.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 626 | 152.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 626 | 152.0 |
| Total | 626 | 152.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.0 | |
| Total | 626 | 152.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Whalen Capital Inc
✚
|
WI | 0.2 |
|
Leeds Capital Group LLC
✚
|
CA | 0.2 |
|
Bannerman Wealth Management Group LLC
✚
|
TX | 0.2 |
|
L&S Investment Advisors LLC
✚
|
FL | 0.2 |
|
Hill Country Retirement Solutions LLC
✚
|
TX | 0.2 |
|
G Dewayne McAnally LLC
✚
|
OK | 0.2 |
|
Fellowship Investment Advisors LLC
✚
|
FL | 0.2 |
|
My Wealth Management Inc
✚
|
MD | 0.2 |
|
Vine Capital Management LLC
✚
|
0.2 | |
|
RG Financial LLC
✚
|
CA | 0.2 |