Peregrine Asset Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$584,233,265
Clients
441
Advisors
6
across 3 offices
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
Expertise
Fee options
Peregrine Managed Accounts: 1.00% annually (maximum rate, negotiable down to zero)
Account minimum: $100,000 (waivable on case-by-case basis)
Main office
9755 SW Barnes Rd, Suite 610
Portland OR 97225, United States
Offices (3)
Most active in
Arizona · California · Colorado · New Mexico · New York · Oregon · Texas · Washington
Also doing business as
Northline Wealth Management · Peregrine Asset Advisers, Inc. · Peregrine Capital Management, Inc. · Strategy Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Grant K
Series 65
Portland, OR
Peregrine Asset Advisers, Inc.
Grant Kerger is a financial advisor at Peregrine Asset Advisers, Inc. with 23 years of industry experience. He holds a Series 65 credential and is based in Portland, OR. Outside of his advisory role, he has been affiliated with Pumpkin Ridge Country Club for 30 years. 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 that integrates macroeconomic, fundamental, and technical analysis.
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.
Gunnar M
Series 66
Bend, OR
Peregrine Asset Advisers, Inc.
Gunnar Marino is a financial advisor at Peregrine Asset Advisers, Inc. with four years of industry experience. He holds the Series 66 designation and has prior experience at firms including Charles Schwab, Merrill Lynch, and Fisher Investments. Peregrine Asset Advisers, Inc., doing business 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 utilizes a dynamic investment management approach that combines macroeconomic, fundamental, and technical analysis, employing strategies for appreciation, income, and active trading.
Robert S
Series 66
Bend, OR
Peregrine Asset Advisers, Inc.
Robert Stuermer is a financial advisor with Peregrine Asset Advisers, Inc. He holds a Series 66 designation and has three years of industry experience. His prior employment includes roles at Northline Wealth Management, Bank of America, Merrill, and Wells Fargo Clearing Services. 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 that integrates macroeconomic, fundamental, and technical analysis.
Jeffrey S
Series 63, Series 65
Bend, OR
Peregrine Asset Advisers, Inc.
Jeffrey Stuermer is a financial advisor at Peregrine Asset Advisers, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc. and Northline Wealth Management LLC. Outside of his advisory role, he is involved in managing agricultural businesses, including a hay and cattle ranch and a farm equipment financing partnership. Peregrine Asset Advisers, Inc., operating as Northline Wealth Management, provides discretionary portfolio management and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a dynamic investment management approach that integrates macroeconomic, fundamental, and technical analysis across various strategies including appreciation, income, and active trading.
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.
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