Bart Albrigo, financial advisor Los Angeles CA

Bart Albrigo

CRD Number: 1791615
Current Firm: Perennial Financial Services

Bart Albrigo (CRD# 1791615) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Perennial Investment Advisors Los Angeles, CA Oct 2018 - Current 5
Beverly Hills Wealth Management, LLC Beverly Hills, CA Jan 2012 - Oct 2018 6
Oak Shore Partners, LLC Beverly Hills, CA Dec 2016 - Jun 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bart R. Albrigo
Phone Number: 310-445-2504
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    686
    MILLIONS
  • Total Number of Accounts
    2,918
    ACCOUNTS
  • Average Account Value
    $235,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, MN, NV, NY, OR, SD, TX, UT, VA, WA

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