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PERENNIAL FINANCIAL SERVICES
Legal name: PERENNIAL INVESTMENT ADVISORS, LLC
CRD 286477File 801-110619
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.50B
Top 25% of cohort (national)
Discretionary AUM
$2.50B
Clients
3,229
3,229 accounts
Employees
71
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 12, 2017
- Principal office
- 11620 WILSHIRE BOULEVARD, SUITE 400, LOS ANGELES, CA, 90025
- Phone
- 310-445-2504
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.50B
- Discretionary AUM
- $2.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,229
- Non-discretionary accounts
- 0
- Total accounts
- 3,229
- AUM per client
- $774K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 36 | $32.0M |
| Charitable organizations | 12 | $34.9M |
| High net worth individuals | 913 | $1.84B |
| Pension and profit sharing plans | 112 | $104.8M |
| Individuals (other than high net worth individuals) | 2,156 | $489.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 50 | 71 | increased by21 |
| Apr 1, 2026 | Clients | 2,899 | 3,229 | increased by330 |
| Apr 1, 2026 | AUM | $1,898,116,372 | $2,498,681,329 | increased by$600,564,957 |
| Apr 1, 2026 | Accounts | 2,833 | 3,229 | increased by396 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 50 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,293 | 2,899 | increased by1,606 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $774,010,554 | $1,898,116,372 | increased by$1,124,105,818 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,451 | 2,833 | increased by382 |
| Apr 1, 2022 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2022 | Clients | 864 | 1,293 | increased by429 |
| Apr 1, 2022 | AUM | $518,414,699 | $774,010,554 | increased by$255,595,855 |
| Apr 1, 2022 | Accounts | 1,636 | 2,451 | increased by815 |
| Nov 1, 2021 | Employees | 18 | 19 | increased by1 |
| Jul 1, 2021 | Employees | 16 | 18 | increased by2 |
| Jun 1, 2021 | Employees | 15 | 16 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PERENNIAL FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERENNIAL FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.