Overview
Assets Under Management: $667 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 110
Average Client Assets: $6 million
Frequently Asked Questions
PERENNIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168859), PERENNIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PERENNIAL ADVISORS, LLC is headquartered in NEW YORK, NY.
PERENNIAL ADVISORS, LLC serves 110 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, PERENNIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PERENNIAL ADVISORS, LLC manages $667 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, PERENNIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
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