Ximena
Silva-Avila
Perennial Financial Services
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About this Advisor
Ximena Silva-Avila is a financial advisor based in Eden Prairie, Minnesota, working with Perennial Financial Services. Ximena has previously held positions at Perennial Financial Services, Edward Jones, O'Rourke Strategic Consulting, Macalester College, American Eagle Outfitters, and Lpl Financial LLC. Ximena has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Ximena is part of Perennial Financial Services, which operates out of Eden Prairie, Minnesota. 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
Ximena Silva-Avila Work History
Perennial Financial Services
Lpl Financial LLC
Edward Jones
O'Rourke Strategic Consulting
Macalester College
American Eagle Outfitters
Disclosures
Please visit the SEC profile of Ximena Silva-Avila 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
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