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Persium Group

Financial Services

Specialities :
Wealth management for business owners
Business owners in transition
Investment management
Retirement plan oversight
Retirement plan investment management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Employees
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Frequently Asked Questions About Persium Group

What does Persium group do?+

Persium is a strategic wealth advisory firm that helps business owners, retirement plan committees, and individual investors pursue long term financial freedom. Persium consists of these teams: WEALTH MANAGEMENT FOR BUSINESS OWNERS We specialize in advising business owners on how to create wealth and invest outside of their companies, both prior to and after they exit their company. As a business owner, you require a different approach since much of your wealth is likely locked up inside your company. Yet, you aspire to reach financial freedom. Our proprietary Owner to Investor (O2I) framework addresses the specific needs many business owners...

What are Persium group's specialties? +

Wealth management for business owners,business owners in transition,investment management,retirement plan oversight,retirement plan investment management,and asset allocation

What is Persium group's industry? +

Persium group operates in the Financial services industry.

What is Persium group's revenue? +

Persium group's revenue is 11m - 100m

What is Persium group's company size? +

Persium group has 11 - 50 employees.

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