David
Aronovitch
Perennial Financial Services
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About this Advisor
David Aronovitch is a financial advisor who works in Santa Monica, California with a total of 5 years of relevant experience. Aronovitch currently works for Perennial Financial Services. Over the course of their career, Aronovitch has held roles at Lpl Financial LLC and Perennial Investment Advisors, LLC (Dba: Rose Greene Financial). Aronovitch holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California. Perennial Financial Services is an advisory firm that has its headquarters in Los Angeles, CA. It has offices in nine locations and a total of 22 employees. It has $686 million in total assets across its 2,918 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 2,918 customer accounts, 20% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services are based on the financial services provided. However, fees billed by Perennial Financial Services likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perennial Financial Services Brokerage Details
$686,390,353
22
2,918
$235,226
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
David Aronovitch Work History
David has been registered as a financial advisor for 5 years.*
Perennial Investment Advisors, LLC (Dba: Rose Greene Financial)
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 David Aronovitch 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
Los Angeles, CA
Los Angeles, CA
Santa Monica, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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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