Perennial Investment Advisors LLC

Perennial Investment Advisors LLC is a Californian Limited Liability Company with 14 employees, all of whom are advisors. It's last SEC status, as of June 2017, is approved, though the number of clients they serve is unknown.

• BART RICHARD ALBRIGO

  OWNER owns less than 5%

• CARLOS CALCAGNO LLUCH

  MEMBER owns less than 5%

• CHRIS ANDREW NOWAKOWSKI

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DCS INVESTMENTS, LLC

  MEMBER owns more than 5% but less than 10%

• MCCREADY FINANCIAL GROUP, INC

  MEMBER owns less than 5%

• PERENNIAL FINANCIAL SERVICES, LLC

  MEMBER owns 75% or more

• PLOUTOS WEALTH ADVISORS, INC

  MEMBER owns more than 5% but less than 10%

• ROSE GREENE FINANCIAL SERVICES

  OWNER owns less than 5%

• BRAD BENJAMIN HARRIS

  PRESIDENT owns 75% or more

• CHRIS ANDREW NOWAKOWSKI

  MANAGING MEMBER owns more than 50% but less than 75%

• DANE CHRISTOPHER STREETER

  MANAGING MEMBER owns 75% or more

• JOHN BENNETT PETRICK

  MANAGING MEMBER owns more than 50% but less than 75%

• THANE STUART MCCREADY

  PRESIDENT owns 75% or more

• First Pacific Advisors LP
• Capital Group Private Markets Inc
• Belmont Capital LLC
• Kayne Anderson Rudnick Investment Management LLC
• Voyager Management LLC
• Metzler-Payden LLC
• Allstreet Capital LLC
• Opengate Capital Management LLC
• MESA West Capital LLC
• T2AM LLC

• A Look at Perennial Advisors' Q3 2022 vs. Q4 2022 13F Holdings Comparison