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Grant Emerson Kerger

Peregrine Asset Advisers, Inc.

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About Grant Emerson Kerger

Grant Emerson Kerger is an investment advisor representative with Peregrine Asset Advisers, Inc. Grant has been in the industry for at least 28 years and has a Series 65 license. Grant is registered with the state of California, Oregon, and Washington. The firm has a total of 4 investment advisor representatives and 5 employees who perform investment advisory functions. The firm's client base primarily consists of high net worth individuals, charitable organizations, and corporations or other businesses.

Firm Information

Grant Kerger is currently registered with Peregrine Asset Advisers, Inc.. Peregrine Asset Advisers, Inc. is an investment advisor based in Portland, Oregon, registered with the SEC. The firm manages approximately $575 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm offers financial planning, portfolio management for individuals, and selection of other advisors.
Peregrine Asset Advisers, Inc.

9755 SW BARNES RD

PORTLAND, OR 97225

$575.57M

Assets Under Management

23

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Annual account fee

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Grant Kerger’s Registration & Firm History

OR

09/12/2003 - Present

Peregrine Asset Advisers, Inc. (PORTLAND OR)

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Licenses & Designations

IA

Issued 09/11/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant Emerson Kerger.
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