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John Bennett Petrick

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California
Unclaimed Profile
11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 4624073Firm CRD# 286477
01

About

John Bennett Petrick 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# 4624073
Firm CRD# 286477
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Bennett Petrick offer?
John Bennett Petrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are John Bennett Petrick's credentials?
John Bennett Petrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bennett Petrick located?
John Bennett Petrick 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 John Bennett Petrick charge for services?
John Bennett Petrick'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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