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).

By the Numbers
  • Total Assets Under Management
    592
    MILLION
  • Total Number of Accounts
    435
    ACCOUNTS
  • Average Account Value
    $1,360,267
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NJ, NY, TX

Financial Advisors at Perennial
Showing 1 - 4 of 4 top financial advisors.
1
Chris J. Heintz
CRD#: 2520867
1350 Avenue Of The Americas, Suite 1920, New York, NY 10019

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.

2
Shyamli Milam
CRD#: 6271462
1350 Avenue Of The Americas, Suite 1920, New York, NY 10019

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.

3
Scott F. Strasser
CRD#: 6242609
1350 Avenue Of The Americas, Suite 1920, New York, NY 10019

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.

4
Maxwell E. Levi
CRD#: 7823393
1350 Avenue Of The Americas, Suite 1920, New York, NY 10019

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.

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