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
Dennis Shu (CRD# 5985564) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 12 years of experience in the finance industry.
Eric Simonians (CRD# 5088748) 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.
Shirley Tan (CRD# 5562662) is an Investment Advisor Representative working at Perennial Financial Services in Glendale, CA and has over 15 years of experience in the finance industry.
Kent Tanaka (CRD# 3227376) 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.
Robert Barber (CRD# 6989583) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 5 years of experience in the finance industry.
Maryam Habibi (CRD# 7285784) is an Investment Advisor Representative working at Perennial Financial Services in Encino, CA and has 1 year of experience in the finance industry.
Zachary Madick (CRD# 7273946) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has 1 year of experience in the finance industry.
Dane Streeter (CRD# 4613533) is an Investment Advisor Representative working at Perennial Financial Services in Los Angeles, CA and has over 20 years of experience in the finance industry.