PERENNIAL INVESTMENT ADVISORS, LLC
Legal name: PERENNIAL FINANCIAL SERVICES
CRD #286477 SEC #801-110619 LOS ANGELES, CA 310-445-2504
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
50
Clients
26
Accounts
2,833
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.9B | $1.9B | $0 | 50 | 0 |
| Mar 2025 | $1.9B | $1.9B | $0 | 50 | 0 |
| Sep 2024 | $1.5B | $1.5B | $0 | 34 | 0 |
| Sep 2024 | $1.5B | $1.5B | $0 | 34 | 0 |
| Sep 2024 | $1.5B | $1.5B | $0 | 34 | 0 |
| Apr 2024 | $1.5B | $1.5B | $0 | 34 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 34 | 0 |
| Jan 2024 | $686.4M | $686.4M | $0 | 22 | 0 |
| Jul 2023 | $686.4M | $686.4M | $0 | 22 | 0 |
| Jul 2023 | $686.4M | $686.4M | $0 | 22 | 0 |
| Jul 2023 | $686.4M | $686.4M | $0 | 22 | 0 |
| Apr 2023 | $686.4M | $686.4M | $0 | 22 | 0 |
| Apr 2023 | $686.4M | $366M | $320.4M | 22 | 0 |
| Mar 2023 | $686.4M | $366M | $320.4M | 22 | 0 |
| Mar 2023 | $774M | $774M | $0 | 20 | 1 |
| Aug 2022 | $774M | $774M | $0 | 20 | 1 |
| Mar 2022 | $774M | $774M | $0 | 20 | 1 |
| Nov 2021 | $518.4M | $518.4M | $0 | 19 | 1 |
| Oct 2021 | $518.4M | $518.4M | $0 | 19 | 1 |
| Jul 2021 | $518.4M | $518.4M | $0 | 18 | 1 |
| Jun 2021 | $518.4M | $518.4M | $0 | 18 | 1 |
| Jun 2021 | $518.4M | $518.4M | $0 | 17 | 1 |
| Jun 2021 | $518.4M | $518.4M | $0 | 16 | 1 |
| Jun 2021 | $518.4M | $518.4M | $0 | 16 | 1 |
| May 2021 | $518.4M | $518.4M | $0 | 16 | 1 |
| Mar 2021 | $518.4M | $518.4M | $0 | 15 | 1 |
| Oct 2020 | $364.7M | $364.7M | $0 | 14 | 0 |
| May 2020 | $364.7M | $364.7M | $0 | 14 | 0 |
| May 2020 | $364.7M | $364.7M | $0 | 14 | 0 |
| Apr 2020 | $364.7M | $364.7M | $0 | 14 | 0 |
| Mar 2020 | $364.7M | $364.7M | $0 | 14 | 0 |
| Jun 2019 | $262.9M | $262.9M | $0 | 14 | 0 |
| May 2019 | $262.9M | $262.9M | $0 | 14 | 0 |
| Mar 2019 | $262.9M | $262.9M | $0 | 14 | 0 |
| Nov 2018 | $265.1M | $265.1M | $0 | 12 | 0 |
| Oct 2018 | $155.9M | $155.9M | $0 | 12 | 0 |
| Oct 2018 | $155.9M | $155.9M | $0 | 12 | 0 |
| Oct 2018 | $155.9M | $155.9M | $0 | 12 | 0 |
| Aug 2018 | $155.9M | $155.9M | $0 | 12 | 0 |
| Aug 2018 | $155.9M | $155.9M | $0 | 12 | 0 |
| Jun 2018 | $155.9M | $155.9M | $0 | 12 | 0 |
| Apr 2018 | $155.9M | $155.9M | $0 | 12 | 0 |
| Jan 2018 | $144.3M | $144.3M | $0 | 12 | 0 |
| Jan 2018 | $144.3M | $144.3M | $0 | 12 | 0 |
| Oct 2017 | $103.5M | $103.5M | $0 | 12 | 0 |
| Aug 2017 | $103.5M | $103.5M | $0 | 12 | 0 |
| Jul 2017 | $0 | $0 | $0 | 12 | 0 |
| Jun 2017 | $0 | $0 | $0 | 12 | 0 |
| Jun 2017 | $0 | $0 | $0 | 12 | 0 |
| Jun 2017 | $0 | $0 | $0 | 12 | 0 |
| Jun 2017 | $0 | $0 | $0 | 12 | 0 |
| May 2017 | $0 | $0 | $0 | 12 | 0 |
DateMay 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees50
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees50
Clients0
DateSep 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees34
Clients0
DateSep 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees34
Clients0
DateSep 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees34
Clients0
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees34
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees34
Clients0
DateJan 2024
Total AUM$686.4M
Discretionary$686.4M
Non-Disc.$0
Employees22
Clients0
DateJul 2023
Total AUM$686.4M
Discretionary$686.4M
Non-Disc.$0
Employees22
Clients0
DateJul 2023
Total AUM$686.4M
Discretionary$686.4M
Non-Disc.$0
Employees22
Clients0
DateJul 2023
Total AUM$686.4M
Discretionary$686.4M
Non-Disc.$0
Employees22
Clients0
DateApr 2023
Total AUM$686.4M
Discretionary$686.4M
Non-Disc.$0
Employees22
Clients0
DateApr 2023
Total AUM$686.4M
Discretionary$366M
Non-Disc.$320.4M
Employees22
Clients0
DateMar 2023
Total AUM$686.4M
Discretionary$366M
Non-Disc.$320.4M
Employees22
Clients0
DateMar 2023
Total AUM$774M
Discretionary$774M
Non-Disc.$0
Employees20
Clients1
DateAug 2022
Total AUM$774M
Discretionary$774M
Non-Disc.$0
Employees20
Clients1
DateMar 2022
Total AUM$774M
Discretionary$774M
Non-Disc.$0
Employees20
Clients1
DateNov 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees19
Clients1
DateOct 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees19
Clients1
DateJul 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees18
Clients1
DateJun 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees18
Clients1
DateJun 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees17
Clients1
DateJun 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees16
Clients1
DateJun 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees16
Clients1
DateMay 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees16
Clients1
DateMar 2021
Total AUM$518.4M
Discretionary$518.4M
Non-Disc.$0
Employees15
Clients1
DateOct 2020
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees14
Clients0
DateMay 2020
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees14
Clients0
DateMay 2020
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees14
Clients0
DateApr 2020
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees14
Clients0
DateJun 2019
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees14
Clients0
DateMay 2019
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees14
Clients0
DateNov 2018
Total AUM$265.1M
Discretionary$265.1M
Non-Disc.$0
Employees12
Clients0
DateOct 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees12
Clients0
DateOct 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees12
Clients0
DateOct 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees12
Clients0
DateAug 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees12
Clients0
DateJun 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees12
Clients0
DateJan 2018
Total AUM$144.3M
Discretionary$144.3M
Non-Disc.$0
Employees12
Clients0
DateJan 2018
Total AUM$144.3M
Discretionary$144.3M
Non-Disc.$0
Employees12
Clients0
DateOct 2017
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2017
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees12
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0