John
Peregrim
Hyperion Partners, LLC
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About this Advisor
John Peregrim is a certified financial planner working out of Berwyn, Pennsylvania with 3 years of industry experience. Peregrim currently works for Hyperion Partners, LLC. Throughout their career, Peregrim has worked at Upper Merion High School, Penn State University, Bridgers Schill and Hyperion Partners, LLC. Peregrim has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Pennsylvania and Texas. Hyperion Partners, LLC is a financial advisory company operating out of Berwyn, PA. It handles $288 million in assets across its 838 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 838 accounts, 33% are associated with high-net-worth clients who have at least $1 million in investable assets. Hyperion Partners, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees vary depending on which services are provided. However, fee types charged by Hyperion Partners, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hyperion Partners, LLC Brokerage Details
$287,791,440
3
838
$343,427
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
John has been registered as a financial advisor for 3 years.*
Hyperion Partners, LLC
Hyperion Partners, LLC
Penn State University
Bridgers Schill
Penn State University
Bridgers Schill
Penn State University
Penn State University
Upper Merion High School
*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 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
Berwyn, PA
Berwyn, PA
Berwyn, PA
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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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.
