Perennial Financial Services
Perennial Financial Services (CRD# 286477) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,483,758,945 in 2,590 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management1,484MILLION
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Total Number of Accounts2,590ACCOUNTS
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Average Account Value$572,880
- 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, GA, HI, ID, IL, MN, MT, NC, NJ, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WI
Steven Jolly (CRD# 1841114) is an Investment Advisor Representative working at Perennial Financial Services in Fresno, CA and has over 35 years of experience in the finance industry.
Ben Lawler (CRD# 5182842) 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.
Anthony Lee (CRD# 4097208) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 24 years of experience in the finance industry.
Carlos Lluch (CRD# 2145061) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 32 years of experience in the finance industry.
Thane McCready (CRD# 2746385) is an Investment Advisor Representative working at Perennial Financial Services in Fountain Valley, CA and has over 27 years of experience in the finance industry.
Christopher Nowakowski (CRD# 4596330) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 21 years of experience in the finance industry.
John Petrick (CRD# 4624073) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 21 years of experience in the finance industry.
Erin Redmond (CRD# 6283192) 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.
Nikolaus Redmond (CRD# 5698794) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 13 years of experience in the finance industry.
Brandon Schwartz (CRD# 4465497) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 22 years of experience in the finance industry.