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firm profile

Periope, LC

RIA St George, UT CRD 144256 Last verified October 2026

Overview

Periope, LC is an SEC registered investment adviser based in St George, UT, registered since 2007. It reports $177M in assets under management across 725 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM
$177M
Accounts
725
Average account
$244K
Employees
3
Advisory reps
3
Registered since
2007
Jurisdictions
6

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Individuals or Small Business
  • Pension Consulting
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Percentage of Assets

Executive officers 2 of 2

Advisory reps 3 of 3

Location

Headquarters
162 N 400 E Ste A201
St George, UT 84770
County
Washington
Metro area
St. George, UT
Region
West

Registrations

  • SEC registered
  • Registered in 6 jurisdictions
  • Website: periope.com

Every state, with registration dates

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