Perennial Financial Services

Perennial Financial Services (CRD# 286477) is a financial advisory firm headquartered in Los Angeles, CA. They manage $518,414,699 in 1,636 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    518
    MILLION
  • Total Number of Accounts
    1,636
    ACCOUNTS
  • Average Account Value
    $316,879
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Perennial Financial Services
Showing 1 - 10 of 16 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 33 years of experience in the finance industry.

2
David P. Aronovitch
CRD#: 3001681
2665 30th Street, Suite #111, 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 16 years of experience in the finance industry.

3
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 14 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.

4
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 6 years of experience in the finance industry.

5
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 7 years of experience in the finance industry.

6
Ben E. Lawler
CRD#: 5182842
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

Ben Lawler (CRD# 5182842) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 14 years of experience in the finance industry.

7
Carlos C. Lluch
CRD#: 2145061
1821 Seminole Drive, Agoura Hills, CA 91301

Carlos Lluch (CRD# 2145061) is an Investment Advisor Representative working at Perennial Financial Services in Agoura Hills, CA and has over 29 years of experience in the finance industry. Carlos Lluch 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
Thane S. McCready
CRD#: 2746385
10055 Slater Ave, Suite 260, Fountain Valley, CA 92708

Thane McCready (CRD# 2746385) is an Investment Advisor Representative working at Perennial Financial Services in Fountain Valley, CA and has over 24 years of experience in the finance industry. Thane McCready 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.

9
Christopher A. Nowakowski
CRD#: 4596330
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

Christopher Nowakowski (CRD# 4596330) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 18 years of experience in the finance industry.

10
John B. Petrick
CRD#: 4624073
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA 90025

John Petrick (CRD# 4624073) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 18 years of experience in the finance industry.

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