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PERENNIAL FINANCIAL SERVICES

LOS ANGELES, CA · CRD 286477 · IAPD ↗ · 310-445-2504

$2.50BRegulatory AUM
39Advisory reps
71Employees
0Clients
26-50Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — PERENNIAL FINANCIAL SERVICES notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — PERENNIAL FINANCIAL SERVICES reported RAUM up 32% ($1.90B -> $2.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — PERENNIAL FINANCIAL SERVICES added office(s): 10 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — PERENNIAL FINANCIAL SERVICES notice-filed in MI, MO, ND, NH, NM, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — PERENNIAL FINANCIAL SERVICES reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2025 — PERENNIAL FINANCIAL SERVICES reported RAUM up 28% ($1.48B -> $1.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2025 — PERENNIAL FINANCIAL SERVICES grew from 32 to 42 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
October 2024 — PERENNIAL FINANCIAL SERVICES notice-filed in NE, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — PERENNIAL FINANCIAL SERVICES added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — PERENNIAL FINANCIAL SERVICES notice-filed in GA, HI, IL, MT, NC, NJ, OK, TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
81
April 2024 — PERENNIAL FINANCIAL SERVICES grew from 21 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2024 — PERENNIAL FINANCIAL SERVICES crossed $1B in regulatory AUM ($686.4M -> $1.48B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2024 — PERENNIAL FINANCIAL SERVICES notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.