PERENNIAL FINANCIAL SERVICES

11620 Wilshire Boulevard
Suite 400
Los Angeles, California 90025
Tel: 310-445-2504

About PERENNIAL FINANCIAL SERVICES

PERENNIAL FINANCIAL SERVICES, formally registered with the SEC as PERENNIAL FINANCIAL SERVICES. The firm was established in 06/12/2017. They have over 11 offices throughout the country.

PERENNIAL FINANCIAL SERVICES is a Los Angeles, California based Financial Planning firm with nearly $1,483,758,945 assets under management, offering retirement planning & investment advisory services to 2590 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286477
SEC#	801-110619
Assets Managed by Firm	$1,483,758,945
No. of Clients	2590
No. of Advisors	34

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2590	$1,483,758,945
Individuals (other than high net worth individuals)	1892	$373,899,331
High net worth individuals	631	$1,036,883,518
Pension and profit sharing plans	30	$30,971,642
Charitable organizations	11	$25,939,994
Corporations or other businesses	24	$16,064,460

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