Kevin
Anthony

Peregrine Investment Advisors, LLC

CRD#1552494
Investment Advisor
in Madison, MS

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About this Advisor

Kevin Anthony is a financial advisor working in Madison, Mississippi with a total of 13 years of industry experience. Anthony is on the advisory team at Peregrine Investment Advisors, LLC. They have been employed by Peregrine Investment Advisors, Llc for their entire career. Anthony has a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Mississippi and Texas. Peregrine Investment Advisors, LLC is a registered investment company operating out of Madison, MS. The company has just four advisors. It oversees $292 million in total assets across its 216 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 216 customer accounts, 54% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules largely are based on the services offered. However, fee types billed by Peregrine Investment Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

801 Baptist Drive Suite 200
Madison, MS 39110

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Peregrine Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$292,000,959

MS Average: $479,240,389
Total Number of Employees

4

MS Average: 11
Total Number of Accounts

216

MS Average: 582
Average Account Size

$1,351,856

MS Average: $823,437

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kevin Anthony Work History

Kevin has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Peregrine Investment Advisors, LLC

*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 Kevin Anthony 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 Peregrine Investment Advisors, LLC

Kevin Anthony
Madison, MS
John Knox
Madison, MS
Kevin Anthony
Madison, MS

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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