LOS ANGELES, CACRD 286477Latest ADV March 31, 2026
Perennial Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.5B in regulatory assets under management, 71 employees, 14 offices, and 3,229 accounts.
Assets Under Management
$2.5B
Employees
71
Offices
14 offices
Total Clients
3,229
Primary office
LOS ANGELES, CA
11620 WILSHIRE BOULEVARD, SUITE 400, LOS ANGELES, CA, United States
Top client segmentIndividuals represent 66.8% of total clients.
Top client categories% of clientsClients
1
Individuals
66.8%
2,156
2
HNWI
28.3%
913
3
Pension Plans
3.5%
112
4
Corporations
1.1%
36
5
Charitable
0.4%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 31, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.5B
Total Accounts3,229
10Y AUM Change+$2.5B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees71
Clients per Employee45:1
10Y Employee Change+59 (+491.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.