P
Peroni Portfolio Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Investment Manager
May not manage individual clients
Clients per advisor
0
Average account size
—
About
Peroni Portfolio Advisors, Inc. provides non-discretionary model portfolio services exclusively to SEC-registered investment advisers and FINRA-registered broker-dealers for use in products such as separately managed accounts and unit investment trusts. It does not contract directly with individual investors; individuals who hold its models are clients of the advisory firms that implement them rather than PPA.
The firm develops and maintains its model portfolios using the proprietary Peroni Method®, a bottom-up technical analysis approach that examines price, volume, money flow, relative strength and hand-drawn point-and-figure charts across a universe of several hundred stocks. PPA operates an unconstrained equity strategy that can span market capitalizations and growth/value styles, and it delivers model recommendations while leaving trade execution, broker selection and account-level decisions to its advisory clients.
PPA’s advisory-client–only business model is atypical for supported firms, and the firm receives consulting and licensing fees from product sponsors rather than charging clients directly on a percentage-of-assets basis. It does not take custody of client assets, does not execute end-investor trades, and applies a long‑standing, trademarked technical methodology that distinguishes its offering from traditional fee-for-AUM portfolio managers.
Client services
Model portfolio and consulting services
Expertise
Active portfolio management
Concentrated stock management
Main office location
Peroni Portfolio Advisors, Inc.
150 N. Radnor Chester Road, Suite F 200
Radnor PA 19087, United States
Number of offices
1
Most active in
Peroni Portfolio Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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