John
Peregrim

Hyperion Partners, LLC

CRD#7216928
Investment Advisor
in Berwyn, PA

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About this Advisor

John Peregrim is a financial advisor based in Berwyn, Pennsylvania, working with Hyperion Partners, LLC. John has previously held positions at Upper Merion High School, Penn State University, Bridgers Schill, and Hyperion Partners, LLC. John has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, John is part of Hyperion Partners, LLC, which operates out of Berwyn, Pennsylvania. The firm has 4 employees and manages assets totaling $354.4 million. The firm 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, portfolio management for institutional clients, and pension consulting services. The fee structure at Hyperion Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1001 Old Cassatt Road Suite 208
Berwyn, PA 19312

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Hyperion Partners, LLC Brokerage Details

Total Assets Under Management

$354,411,043

PA Average: $15,833,994,310
Total Number of Employees

4

PA Average: 41
Total Number of Accounts

927

PA Average: 3,342
Average Account Size

$382,320

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

John Peregrim Work History

2020 - Present (4 years)

Hyperion Partners, LLC

2019 - 2019 (< 1 year)

Hyperion Partners, LLC

2019 - 2019 (< 1 year)

Penn State University

2018 - 2018 (< 1 year)

Bridgers Schill

2018 - 2019 (1 year)

Penn State University

2017 - 2017 (< 1 year)

Bridgers Schill

2017 - 2018 (1 year)

Penn State University

2016 - 2017 (1 year)

Penn State University

2012 - 2016 (4 years)

Upper Merion High School

Disclosures

Please visit the SEC profile of John Peregrim 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 Hyperion Partners, LLC

John Peregrim
Berwyn, PA
Jeffrey Leber
Berwyn, PA
Vaughn Schill
Berwyn, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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