Grant
Kerger

Peregrine Asset Advisers, Inc

CRD#4694382
Investment Advisor
in Portland, OR

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About this Advisor

Grant Kerger is a financial advisor based in Portland, Oregon, working with Peregrine Asset Advisers, Inc. Grant has previously held positions at Student and Pumpkin Ridge Country Club. Grant has passed the Series 65 regulatory exam and is registered to provide services in California, Oregon, and Washington. Currently, Grant is part of Peregrine Asset Advisers, Inc, which operates out of Portland, Oregon. The firm has 1 office and 6 employees. The firm manages assets totaling $519.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Peregrine Asset Advisers, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

One Sw Columbia Suite 1680
Portland, OR 97258

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Peregrine Asset Advisers, Inc Brokerage Details

Total Assets Under Management

$519,668,992

OR Average: $1,120,203,312
Total Number of Employees

6

OR Average: 50
Total Number of Accounts

502

OR Average: 1,309
Average Account Size

$1,035,197

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Grant Kerger Work History

1996 - Present (29 years)

Pumpkin Ridge Country Club

1993 - Present (32 years)

Student

1993 - Present (32 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Grant Kerger 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 Asset Advisers, Inc

John Kingery
Bend, OR
Jeffrey Stuermer
Bend, OR
Grant Kerger
Portland, OR
Daniel Botti
Portland, OR

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