Perennial Financial Services

Perennial Financial Services (CRD# 286477) is a financial advisory firm headquartered in Los Angeles, CA. They manage $686,390,353 in 2,918 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    686
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Perennial Financial Services
Showing 1 - 10 of 28 top financial advisors.
1
Bart R. Albrigo
CRD#: 1791615
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

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.

2
David P. Aronovitch
CRD#: 3001681
2665 30th Street, Suite #212, Santa Monica, CA 90405

David Aronovitch (CRD# 3001681) is an Investment Advisor Representative working at Perennial Financial Services in Santa Monica, CA and has over 18 years of experience in the finance industry.

3
Eddie C. Chan
CRD#: 2290613
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

Eddie Chan (CRD# 2290613) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 31 years of experience in the finance industry.

4
Stan D. Choo
CRD#: 5113521
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

Stan Choo (CRD# 5113521) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 17 years of experience in the finance industry. Stan Choo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Mary D. Collins
CRD#: 3071777
5260 N Palm Avenue, Suite 221, Fresno, CA 93704

Mary Collins (CRD# 3071777) is an Investment Advisor Representative working at Perennial Financial Services in Fresno, CA and has over 25 years of experience in the finance industry.

6
Robert G. Farmer
CRD#: 2436132
5260 N Palm Avenue, Suite 221, Fresno, CA 93704

Robert Farmer (CRD# 2436132) is an Investment Advisor Representative working at Perennial Financial Services in Fresno, CA and has over 30 years of experience in the finance industry.

7
Carole R. Ford
CRD#: 1284016
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

Carole Ford (CRD# 1284016) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 39 years of experience in the finance industry. Carole Ford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael D. Fuller
CRD#: 2738831
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

Michael Fuller (CRD# 2738831) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 27 years of experience in the finance industry.

9
Jason R. Good
CRD#: 6354476
9543w Emerald Street, Suite 207, Boise, ID 83704

Jason Good (CRD# 6354476) is an Investment Advisor Representative working at Perennial Financial Services in Boise, ID and has over 8 years of experience in the finance industry.

10
Amy W. Johnson
CRD#: 6214832
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

Amy Johnson (CRD# 6214832) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 10 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.