Perennial
Perennial (CRD# 168859) is a financial advisory firm headquartered in New York, NY. They manage $591,716,089 in 435 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management592MILLION
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Total Number of Accounts435ACCOUNTS
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Average Account Value$1,360,267
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, NJ, NY, TX
Chris Heintz (CRD# 2520867) is an Investment Advisor Representative working at Perennial in New York, NY and has over 10 years of experience in the finance industry.
Shyamli Milam (CRD# 6271462) is an Investment Advisor Representative working at Perennial in New York, NY and has over 10 years of experience in the finance industry.
Scott Strasser (CRD# 6242609) is an Investment Advisor Representative working at Perennial in New York, NY and has over 10 years of experience in the finance industry.
Maxwell Levi (CRD# 7823393) is an Investment Advisor Representative working at Perennial in New York, NY and has 1 year of experience in the finance industry.