Dane
Streeter

Perennial Financial Services

CRD#4613533
Investment Advisor
in Los Angeles, CA

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About this Advisor

Dane Streeter is a financial advisor based out of Los Angeles, California who has 6 years of industry experience. Streeter is an employee of Perennial Financial Services. Over the course of their career, they have held roles at Lpl Financial, LLC, Perennial Financial Services (Perennial Investment Advisors LLC) and Perennial Financial & Insurance Services, LLC. Streeter has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Idaho. Perennial Financial Services is an advisory company that has its headquarters in Los Angeles, CA. The company has offices in nine locations and a total of 22 financial advisors. It oversees $686 million in assets among its 2,918 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 2,918 customer accounts, 20% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Perennial Financial Services has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically depend on which services are provided. Fees billed by Perennial Financial Services most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11620 Wilshire Boulevard, Suite 400
Los Angeles, CA 90025

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Perennial Financial Services Brokerage Details

Total Assets Under Management

$686,390,353

CA Average: $7,578,581,321
Total Number of Employees

22

CA Average: 43
Total Number of Accounts

2,918

CA Average: 3,727
Average Account Size

$235,226

CA Average: $2,033,427

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

Dane Streeter Work History

Dane has been registered as a financial advisor for 6 years.*

2009 - Present (15 years)

Perennial Financial Services (Perennial Investment Advisors LLC)

2009 - Present (15 years)

Perennial Financial & Insurance Services, LLC

2007 - Present (17 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dane Streeter 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

Zachary Madick
Los Angeles, CA
Bart Albrigo
Los Angeles, CA
Dennis Shu
Los Angeles, CA
David Aronovitch
Santa Monica, CA
Brandon Schwartz
Los Angeles, CA
Robert Barber
Los Angeles, CA
Amy Johnson
Los Angeles, CA
Maryam Habibi
Encino, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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