Daniel Botti
Peregrine Asset Advisers · Portland, Oregon
Daniel Botti is a fee-only financial advisor at Peregrine Asset Advisers in Portland, Oregon. Daniel charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Peregrine Asset Advisers |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $611.0M across 476 accounts |
| SEC registration | Investment adviser representative in OR · CRD 1272707 |
| Exams passed | Series 63 (1984) · Series 66 (2001) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.peregrineaa.com |
| Profile |
How Daniel's firm compares
- Peregrine Asset Advisers's average account is about $1.3 million, from its Form ADV (assets managed divided by 476 accounts).
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Questions about Daniel
Is Daniel Botti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Peregrine Asset Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
How much does Daniel charge?
According to Peregrine Asset Advisers's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Daniel Botti based?
Daniel Botti is based in Portland, Oregon.
What does Daniel specialize in?
Daniel's specialties include family wealth transfer. Daniel works with multi-generational families.
Is Daniel Botti registered with the SEC?
Yes. Daniel Botti is registered as an investment adviser representative in OR (CRD 1272707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Peregrine Asset Advisers manage?
Peregrine Asset Advisers reports $611.0M across 476 accounts in assets under management.
How do I contact Daniel Botti?
Through Daniel's website, www.peregrineaa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Peregrine Asset Advisers website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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