LP Profile

Perennial Financial Services

Also known as perennial financial services

Wealth ManagerLos Angeles, United StatesFounded 2004
Los Angeles
Headquarters
Investment Focus

About Perennial Financial Services

Perennial Financial Services is a wealth manager based in Los Angeles, US. Founded in 2004.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Perennial Financial Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.5B
Total Clients
3,229
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Perennial Financial Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Perennial Financial Services?

Perennial Financial Services is a wealth manager based in Los Angeles, United States.

Where is Perennial Financial Services headquartered?

Perennial Financial Services is headquartered in Los Angeles, United States.

When was Perennial Financial Services founded?

Perennial Financial Services was founded in 2004.

How can I contact Perennial Financial Services?

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