Periope, LC - Investment Advisers

About Periope, LC

Periope, LC is an investment adviser headquartered in St. George, Utah. The firm reports $177.24 million in regulatory assets under management and three employees. It is one of the investment advisers in Utah and is part of the wider US investment advisers directory. The firm describes itself as an independent investment advisory firm. Its stated values are competence, accountability, independence, and trustworthiness, along with a guiding principle of treating clients as one would wish to be treated in their place. Its mission centers on helping clients gain a clearer overall view of their finances and a broader sense of well-being that their resources can support. According to its published description, the firm combines a client's financial resources with personal goals and family priorities, and it revisits those goals at each meeting. It also says it aims to build long-term client relationships. The material reviewed does not detail specific services offered.

Key Facts

Assets Under Management

$177.24M

Employees

3

SEC File Number

801-130296