A complete list of active advisors currently associated with Peregrine Asset Advisers, Inc.

Warmer can help you find a great advisor at Peregrine Asset Advisers, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Peregrine Asset Advisers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.