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Anthony Seo Lee

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California
Unclaimed Profile
11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 4097208Firm CRD# 286477
01

About

Anthony Seo Lee is a registered financial advisor based in LOS ANGELES, California, affiliated with PERENNIAL INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PERENNIAL INVESTMENT ADVISORS, LLC
PERENNIAL FINANCIAL SERVICES
AUM
$1.5B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at PERENNIAL INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4097208
Firm CRD# 286477
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anthony Seo Lee offer?
Anthony Seo Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Anthony Seo Lee's credentials?
Anthony Seo Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Seo Lee located?
Anthony Seo Lee is based in LOS ANGELES, California, working with PERENNIAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Anthony Seo Lee charge for services?
Anthony Seo Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERENNIAL INVESTMENT ADVISORS, LLC?
PERENNIAL INVESTMENT ADVISORS, LLC has approximately 34 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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