Bart
Albrigo
Perennial Financial Services
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About this Advisor
Bart Albrigo is a financial advisor based in Los Angeles, California, working with Perennial Financial Services. Bart has previously held positions at Beverly Hills Wealth Management, LLC, Oak Shore Partners, LLC, and Perennial Investment Advisors. Bart has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, and Texas. Currently, Bart is part of Perennial Financial Services, which operates out of Los Angeles, California. The firm has 10 offices and 34 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perennial Financial Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perennial Financial Services Brokerage Details
$1,483,758,945
34
2,590
$572,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bart Albrigo Work History
Perennial Investment Advisors
Oak Shore Partners, LLC
Beverly Hills Wealth Management, LLC
Disclosures
Please visit the SEC profile of Bart Albrigo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perennial Financial Services
Eden Prairie, MN
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Santa Monica, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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