Kevin
Anthony

Peregrine Investment Advisors, LLC

CRD#7213382
Investment Advisor
in Madison, MS

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About this Advisor

Kevin Anthony is a financial advisor based out of Madison, Mississippi with a total of 3 years of industry experience. Anthony is currently employed by Peregrine Investment Advisors, LLC. During their career, Anthony has held roles at Peregrine Investment Advisors, LLC, University Of Mississippi, The Coca-Cola Company, Mississippi Sports Hall Of Fame and Jackson Academy. Anthony has a Series 65 license, certifying them as an investment advisor representative, and is able to work in Mississippi. Peregrine Investment Advisors, LLC is a financial advisory company based in Madison, MS. The company has just four financial advisors. It handles $292 million in assets under management across its 216 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 216 customer accounts, 54% belong to high-net-worth clients who have greater than $1 million in assets. Peregrine Investment Advisors, LLC performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on the type of financial services provided. Fee types billed by Peregrine Investment Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 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 3 years.*

2018 - Present (6 years)

Peregrine Investment Advisors, LLC

2017 - 2017 (< 1 year)

The Coca-Cola Company

2013 - 2017 (4 years)

University Of Mississippi

2013 - 2013 (< 1 year)

Mississippi Sports Hall Of Fame

2009 - 2013 (4 years)

Jackson Academy

*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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