SEC Form ADV · CIK 1801523

PERENNIAL FINANCIAL SERVICES

Registered Investment AdviserCA
$2.5B
Assets Under Management
71
Employees
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Registration Details

CIK
1801523
Accession
crd-286477
Location
LOS ANGELES, CA
Filing Date
August 13, 2026
AUM
$2.5B
Institutional Clients
124
Employees
71
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

PERENNIAL FINANCIAL SERVICES is a registered investment adviser headquartered in LOS ANGELES, CA, managing approximately $2.5B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.