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Peregrine Asset Advisers, Inc.

Updated today

Client assets under management

$584,233,265

Clients

441

12% high-net-worth

Advisors

6

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

74

High

Average account size

$1,324,792

About

Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) is a registered investment adviser that provides discretionary portfolio management, financial planning and, in select cases, investment supervisory services to individuals, families, trusts, businesses and retirement plans. The firm reports managing approximately $575 million as of December 31, 2024 and serves several hundred client relationships, with most accounts managed on a discretionary basis.

The adviser describes a holistic, “dynamic investment management” approach that blends macroeconomic, fundamental and technical analysis and employs strategies for appreciation, income and active trading; it also discloses the use of short selling, margin and occasional options and may place client assets with other managers or private funds for certain wealthy clients. PAA provides quarterly performance reporting and works with client-directed constraints, while noting that realized gains are often short-term and that certain investments (e.g., MLPs) can add tax and reporting complexity.

Compared with many peer teams, the firm’s public materials and referral disclosures reflect a more active marketing posture: the brochure lists the firm’s website and DBA, discloses that it may compensate non‑employee referrers (though none are currently active), and notes the use of testimonials and endorsements in advertising. The firm also documents some uncommon operational practices in its brochure—most notably a 17.5% administrative fee retained by Chicago Clearing on class‑action recoveries, the acceptance of occasional zero‑fee accounts, and separate fee arrangements for Northline’s client segment—which differentiate its structure and service presentation from many peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

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Fee options

Percentage

Peregrine Managed Accounts: 1.00% annually (maximum rate, negotiable down to zero)

Other

Account minimum: $100,000 (waivable on case-by-case basis)

Main office location

Peregrine Asset Advisers, Inc.

9755 Sw Barnes Rd, Suite 610

Portland OR 97225, United States

Number of offices

3

Most active in

Arizona · California · Colorado · New Mexico · New York · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Grant K

Series 65

Portland, OR

Peregrine Asset Advisers, Inc.

Grant Kerger is a financial advisor at Peregrine Asset Advisers, Inc. with 22 years of industry experience. He holds a Series 65 designation and has been involved with Pumpkin Ridge Country Club for 30 years. Peregrine Asset Advisers, Inc., operating as Northline Wealth Management, provides discretionary portfolio management, financial planning, and selective investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach that incorporates macroeconomic, fundamental, and technical analysis.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Daniel B

Series 63, Series 66

Portland, OR

Peregrine Asset Advisers, Inc.

Daniel Botti is a financial advisor with Peregrine Asset Advisers, Inc. in Portland, OR, holding Series 63 and 66 licenses and bringing 24 years of industry experience. He has been associated with Merrill since 1984. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million across several hundred client relationships, employing a dynamic investment approach that combines macroeconomic, fundamental, and technical analysis with strategies for appreciation, income, and active trading.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Gunnar M

Series 66

Bend, OR

Peregrine Asset Advisers, Inc.

Gunnar Marino is a financial advisor at Peregrine Asset Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Fisher Investments. Peregrine Asset Advisers, Inc. offers discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach combining macroeconomic, fundamental, and technical analysis.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Robert S

Series 66

Bend, OR

Peregrine Asset Advisers, Inc.

Robert Stuermer is a financial advisor at Peregrine Asset Advisers, Inc. with three years of industry experience. He holds a Series 66 credential and has previously worked at Northline Wealth Management LLC, Bank of America, Merrill, and Wells Fargo Clearing Services. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and selective investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach combining macroeconomic, fundamental, and technical analysis across various strategies, including active trading and occasional use of short selling and options.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Jeffrey S

Series 63, Series 65

Bend, OR

Peregrine Asset Advisers, Inc.

Jeffrey Stuermer is a financial advisor at Peregrine Asset Advisers, Inc. with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mutual Securities, Inc. and Northline Wealth Management LLC. Outside of advising, he is involved as a managing member of a hay and cattle ranch and as a general partner in a farm equipment financing business. Peregrine Asset Advisers, Inc., operating as Northline Wealth Management, provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis, serving several hundred client relationships mostly on a discretionary basis.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

John K

Series 63, Series 65

Bend, OR

Peregrine Asset Advisers, Inc.

John Kingery is a financial advisor at Peregrine Asset Advisers, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Northline Wealth Management since 2009. Outside of his advisory role, he serves as a director and officer of a family-owned real estate and investment company. Peregrine Asset Advisers, Inc. (dba Northline Wealth Management) provides discretionary portfolio management, financial planning, and investment supervisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $575 million and employs a dynamic investment management approach combining macroeconomic, fundamental, and technical analysis.

Active portfolio management Options & derivatives strategies Private / alternative investments
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