Brandon
Schwartz
Perennial Financial Services
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About this Advisor
Brandon Schwartz is a financial advisor based in Los Angeles, California, working with Perennial Financial Services. Brandon has previously held positions at Lpl Financial, LLC and Perennial Investment Advisors. Brandon has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Brandon 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
Brandon Schwartz Work History
Perennial Investment Advisors
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Brandon Schwartz 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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