Santa Monica, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,327,021,577
ClientsTotal clients
3,069
AdvisorsAdvisors at this office
2
Of 49 advisors across 13 offices
Location
2665 30th Street, Suite 212
Santa Monica CA 90405
Advisors at this office
2
Advisors at this office
Kory K
Series 66
Santa Monica, CA
Perennial Financial Services
Kory Keith is a financial advisor at Perennial Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Kate Somerville Skin Health Experts, and The Ritz-Carlton Spa in Los Angeles. Keith also provides administrative support to Perennial Investment Advisors, LLC, an independent investment advisor firm. Perennial Financial Services offers investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm provides individualized portfolio management as a fiduciary, utilizing multiple platform relationships and third-party managers to tailor investment solutions and retirement plan consulting.
David A
Series 66
Santa Monica, CA
Perennial Financial Services
David Aronovitch is a financial advisor with Perennial Financial Services in Santa Monica, CA, holding a Series 66 license and 18 years of industry experience. He has worked at LPL Financial since 2012 and has been providing advisory services through Perennial Investment Advisors, LLC, operating as Rose Greene Financial, since 2018. Aronovitch is also active as an insurance agent through affiliated entities. Perennial Financial Services offers investment advisory and consulting to individuals, trusts, retirement plans, and business entities. The firm provides discretionary asset management and financial planning with a fiduciary approach, utilizing multiple platform relationships and third-party managers to tailor portfolios across various asset classes.
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