Perennial Financial Services, CA — Investment Adviser | BuildTrust

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PERENNIAL FINANCIAL SERVICES

Investment AdviceLOS ANGELES, CA

Assets Under Management

$1.9B

Total AUM

Donut chart: Discretionary 1.9B
Category	Value
Discretionary	1.9B

Adviser Information

Field	Value
CRD Number	286477
SEC Number	801-110619
Street Address	11620 WILSHIRE BOULEVARD
Street Address 2	SUITE 400
Location	LOS ANGELES, CA 90025
Country	United States
Phone	310-445-2504
Total Employees	50

Client Count by Type (2,899 Total)

Horizontal bar chart: Individuals (other than H… 2,086, High Net Worth Individual… 709, Pension/Profit Sharing Pl… 73, Corporations/Businesses 20, Charitable Organizations 11
Category	Value
Individuals (other than H…	2,086
High Net Worth Individual…	709
Pension/Profit Sharing Pl…	73
Corporations/Businesses	20
Charitable Organizations	11