Perennial Financial Services Revenue
Financial Services • 
Los Angeles, California, United States • 21-50 Employees
Perennial Financial Services revenue & valuation
| Annual revenue | $2,994,425 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contacts at Perennial Financial Services
John B. Petrick
Senior Managing Director
Kenji Martinez
Chief Technology Officer
Stan Choo
Director - Financial Planning
Cassidy Horniak
Chief Marketing Officer
Chris Nowakowski
Senior Managing Director
Company overview
| Headquarters | 11620 Wilshire Blvd, Suite 400, Los Angeles, CA 90025, US |
| Phone number | +13104452504 |
| Websites | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Estate Planning |
| Founded | 2004 |
| Employees | 21-50 |
| Socials |
Perennial Financial Services Email Formats
Perennial Financial Services uses 3 email formats. The most common is {first initial} (e.g., j@perennialfs.com), used 78.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@perennialfs.com | 78.6% |
{first name} | john@perennialfs.com | 14.3% |
{first name}.{last name} | john.doe@perennialfs.com | 7.1% |
About Perennial Financial Services
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
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Perennial Financial Services has 13 employees across 5 departments.
Departments
Number of employees
Funding Data
Perennial Financial Services has never raised funding before.
Perennial Financial Services Tech Stack
Discover the technologies and tools that power Perennial Financial Services's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
United Kingdom
Brazil
Frequently asked questions
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