Perennial

Perennial (CRD# 168859) is a financial advisory firm headquartered in New York, NY. They manage $173,415,054 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $3,271,982
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Perennial
Showing 1 - 4 of 4 top financial advisors.
1
Chris J. Heintz
CRD#: 2520867
1350 Avenue Of The Americas, Suite 2802, New York, NY 10019
89
Wealthminder
score

Chris Heintz (CRD# 2520867) is an Investment Advisor Representative working at Perennial in New York, NY and has over 3 years of experience in the finance industry.

2
Shyamli Milam
CRD#: 6271462
1350 Avenue Of The Americas, Suite 2802, New York, NY 10019
89
Wealthminder
score

Shyamli Milam (CRD# 6271462) is an Investment Advisor Representative working at Perennial in New York, NY and has over 3 years of experience in the finance industry.

3
Scott F. Strasser
CRD#: 6242609
1350 Avenue Of The Americas, Suite 2802, New York, NY 10019
89
Wealthminder
score

Scott Strasser (CRD# 6242609) is an Investment Advisor Representative working at Perennial in New York, NY and has over 3 years of experience in the finance industry.

4
Pamela G. Cogut
CRD#: 6572147
1350 Avenue Of The Americas, Suite 2802, New York, NY 10019
87
Wealthminder
score

Pamela Cogut (CRD# 6572147) is an Investment Advisor Representative working at Perennial in New York, NY and has over 2 years of experience in the finance industry.

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