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PERENNIAL FINANCIAL SERVICES
PERENNIAL INVESTMENT ADVISORS, LLC
CRD 286477 · SEC 801-110619
11620 WILSHIRE BOULEVARD, SUITE 400, LOS ANGELES, CA, 90025, United States
Phone
310-445-2504
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.50B
Discretionary AUM
$2.50B
Team
71 total employees; 39 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2156 | $489.0M |
| High net worth individuals | 913 | $1.84B |
| Pension/profit sharing plans | 112 | $104.8M |
| Charitable organizations | 12 | $34.9M |
| Corporations/business entities | 36 | $32.0M |
States served
AZ, CA, CO, GA, ID, IL, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, FL, SD
All web addresses on file
- https://www.linkedin.com/in/amy-w-johnson/
- https://www.linkedin.com/in/stanchoo/
- https://www.linkedin.com/in/david-aronovitch-b1515b29/
- https://www.linkedin.com/in/kenttanaka/
- https://www.facebook.com/Cobalt-Unlimited-2144021658942414/
- https://www.linkedin.com/in/albrigo-bart-87014415/
- https://www.facebook.com/bart.albrigo
- https://www.linkedin.com/in/brianjullmann/
- https://www.linkedin.com/in/dane-streeter-79a081145/
- https://www.linkedin.com/in/shirley-c-tan-aams%C2%AE-cmfc%C2%AE-aif%C2%AE-883a878/
- https://www.linkedin.com/in/perennial/
- https://www.cobaltunlimitedfv.com/
- https://www.perennialfinancialservices.com
- https://www.linkedin.com/in/abhishek-vakil-3065b742/
- https://www.linkedin.com/in/alansimeon/
- https://www.linkedin.com/in/401krollovers/
- https://www.linkedin.com/in/gregorymorsewfadvisors/
- https://www.linkedin.com/in/audrey-kettering-5ab630204/
- https://www.linkedin.com/in/jason-horg-275ab24a/
- https://www.linkedin.com/in/jlocke651/
- https://twitter.com/ThaneMcCready
- https://www.linkedin.com/in/susan-d/
- https://www.linkedin.com/in/mackenzie-mccombs-fpqp%C2%AE-5939ab169/
- https://www.linkedin.com/in/tom-mayea-financial-advisor/
- https://www.linkedin.com/in/dennis-shu-cfp%C2%AE-70b3a5ba/
- https://www.linkedin.com/in/carlos-lluch-88911382/
- https://www.youtube.com/user/thane11
- https://www.linkedin.com/in/davisaldana
- https://www.linkedin.com/in/nik-redmond-cfp%C2%AE-84313b7a/
- https://www.linkedin.com/in/robert-farmer-farmdogger/
- https://www.facebook.com/rfarmerinc/
- https://www.linkedin.com/in/ryanlouieffg/
- https://www.linkedin.com/in/samantha-elford-399563129/
- https://www.linkedin.com/in/eric-simonians-b9a74627/
- https://www.facebook.com/brad.harris.5030927
- https://twitter.com/bradharris1980
- https://www.linkedin.com/in/thanemccready/
- https://www.facebook.com/thane.mccready
- https://www.linkedin.com/in/eredmond/
- https://fordfg.com/our-team/#advisors
- https://www.linkedin.com/in/kelle-butler-00550b22a/
- https://www.linkedin.com/in/chris-nowakowski/
- https://www.linkedin.com/in/eddie-chan-94b4458
- https://www.linkedin.com/in/stevenjjolly/
- https://twitter.com/i/flow/login?redirect_after_login=%2FStevenJollyFFG
- https://www.aldanafinancial.com/team/davis-aldana
- https://www.linkedin.com/in/ximena-silva-avila-cfp%C2%AE-csric%C2%AE-7a2377141/
- https://www.facebook.com/john.b.petrick
- https://www.linkedin.com/company/rose-greene-financial/about/
- https://www.linkedin.com/in/bradbharris/
- https://www.rosegreene.com/
- https://www.linkedin.com/in/benlawler/
- https://www.linkedin.com/in/jason-good-731330234/
- https://www.linkedin.com/in/anthony-lee-cfa-1395716/
- https://www.linkedin.com/in/bettychin1/
- https://www.linkedin.com/in/cassidy-horniak-498681157/
- https://www.linkedin.com/in/maddoxdenunzio/
- https://www.linkedin.com/in/rob-barber805/
- https://www.linkedin.com/in/william-sosniecki/
- https://www.linkedin.com/in/zach-statzer-b46563231/
- https://www.youtube.com/@williamsosniecki8360
Official SEC filing: View on IAPD