Overview
Assets Under Management: $667 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 110
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.66
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 458
Discretionary Accounts: 456
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 168859
Last Filing Date: 2025-02-13 00:00:00
Website: https://perennial.com