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).
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Total Assets Under Management686MILLION
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Total Number of Accounts2,918ACCOUNTS
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Average Account Value$235,226
- 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, MN, NV, NY, OR, SD, TX, UT, VA, WA
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.
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.
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.
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.
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.
Robert Farmer (CRD# 2436132) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 30 years of experience in the finance industry.
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.
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.
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.
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.