Perennial Investment Advisors LLC
Legal Name: PERENNIAL INVESTMENT ADVISORS, LLC
Full Contact Details
Perennial Investment Advisors LLC
11620 WILSHIRE BOULEVARD, SUITE 400, LOS ANGELES, CA
310-445-2504
Other Info
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.
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(310) 445-2504 Menu HomeAbout Us TeamAffiliated TeamsFinancial PlanningWealth ManagementRisk ManagementRetirement PlanningLegacy PlanningInsurance StrategiesAbout Perennial Investment AdvisorsWhat is a Hybrid RIA?About LPL FinancialResource Center CollegeRetirementEstateInvestmentInsuranceTaxMoney…
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Direct Owners
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BART RICHARD ALBRIGO
OWNER owns less than 5%
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CARLOS CALCAGNO LLUCH
MEMBER owns less than 5%
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CHRIS ANDREW NOWAKOWSKI
CHIEF COMPLIANCE OFFICER owns less than 5%
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DCS INVESTMENTS, LLC
MEMBER owns more than 5% but less than 10%
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MCCREADY FINANCIAL GROUP, INC
MEMBER owns less than 5%
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PERENNIAL FINANCIAL SERVICES, LLC
MEMBER owns 75% or more
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PLOUTOS WEALTH ADVISORS, INC
MEMBER owns more than 5% but less than 10%
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ROSE GREENE FINANCIAL SERVICES
OWNER owns less than 5%
Indirect Owners
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BRAD BENJAMIN HARRIS
PRESIDENT owns 75% or more
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CHRIS ANDREW NOWAKOWSKI
MANAGING MEMBER owns more than 50% but less than 75%
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DANE CHRISTOPHER STREETER
MANAGING MEMBER owns 75% or more
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JOHN BENNETT PETRICK
MANAGING MEMBER owns more than 50% but less than 75%
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THANE STUART MCCREADY
PRESIDENT owns 75% or more