Dennis
Perdue
Westover Capital Advisors, LLC
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About this Advisor
Dennis Perdue is a financial advisor operating out of Wilmington, Delaware who has 1 year of industry experience. Perdue is on the advisory team at Westover Capital Advisors, LLC. The advisor has gained experience at Westover Capital Advisors, LLC, Whisman Giordano & Associates, LLC and Master, Sidlow & Associates, P.A. Perdue holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Delaware. Westover Capital Advisors, LLC is an advisory business that has its headquarters in Wilmington, DE. It manages $356 million in assets among its 559 client accounts, making it one of the bigger firms in the United States by assets under management. The firm provides financial advice to five charitable organizations. Of its 559 customer accounts, 58% are held by high-net-worth investors who have more than $1 million in assets. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees typically vary depending on which service is provided. Fees charged by Westover Capital Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westover Capital Advisors, LLC Brokerage Details
$355,720,669
8
559
$636,352
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Dennis Perdue Work History
Dennis has been registered as a financial advisor for 1 years.*
Westover Capital Advisors, LLC
Whisman Giordano & Associates, LLC
Master, Sidlow & Associates, P.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Perdue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westover Capital Advisors, LLC
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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