Perennial Financial Services distinguishes itself by offering a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of our philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy. Like our name, Perennial, our team is committed to developing deep, longstanding relationships with our clients by delivering sound strategies for building, preserving and transferring wealth from generation to generation. Confidence is earned through our ability to ascertain objectives on a case-by-case basis, serving in partnership with our clients to optimize their entire financial picture. We maintain a high standard of excellence through an emphasis of specialized knowledge and thoughtful innovation. We believe that through this disciplined process and insight, we can ultimately achieve success for our clients. ***The financial consultants of Perennial Financial Services are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. www.finra.org www.sipc.org
View Top Employees from Perennial Financial ServicesWebsite | https://www.perennialfs.com |
Revenue | $2 million |
Employees | 22 (20 on RocketReach) |
Founded | 2004 |
Address | 11620 Wilshire Blvd Suite 400, Los Angeles, California 90025, US |
Phone | (310) 445-2504 |
Fax | (310) 445-2506 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 10 Million |
Competitors | Faubourg Private Wealth, Financial Strategies Retirement Partners (FSRP), Flagship Financial Advisors LLC, JT Stratford Wealth Management, Kolinsky Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Perennial Financial Services employee's phone or email?
The Perennial Financial Services annual revenue was $2 million in 2024.
Eddie Chan is the Vice President of Perennial Financial Services.
20 people are employed at Perennial Financial Services.
Perennial Financial Services is based in Los Angeles, California.
The NAICS codes for Perennial Financial Services are [5239, 52, 523, 52393].
The SIC codes for Perennial Financial Services are [62, 628].