David AronovitchCRD Number: 3001681
Current Firm: Perennial Financial Services
David Aronovitch (CRD# 3001681) is an Investment Advisor Representative working at Perennial Financial Services in Santa Monica, CA and has over 17 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Perennial Investment Advisors, Llc (dba: Rose Greene Financial)||Santa Monica, CA||Sep 2018 - Current||4|
|Lpl Financial LLC||Santa Monica, CA||May 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2005|
Total Assets Under Management774MILLIONS
Total Number of Accounts2,451ACCOUNTS
Average Account Value$315,794
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, ID, NV, NY, OR, SD, TX, UT, VA, WA
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