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PERENNIAL FINANCIAL SERVICES
LOS ANGELES, CA
310-445-2504
SEC #801-110619Total AUM
$2.5B
Employees
71Clients
3,229Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11620 WILSHIRE BOULEVARD
SUITE 400
LOS ANGELES
CA 90025
United States
SUITE 400
LOS ANGELES
CA 90025
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
310-445-2504
Other Offices
14
Financials
Total AUM
$2.5B
Accounts
3,229Discretionary
$2.5B
Accounts
3,229Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,156AUM
$489M
HNW Individual Clients
913AUM
$1.8B
Pension/Profit Sharing Plan Clients
112AUM
$104.8M
Charitable Organization Clients
12AUM
$34.9M
Corporation or Business Clients
36AUM
$32M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAHIIDILMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.