Perennial Financial Services Revenue, Growth & Competitor Profile

DBA PERENNIAL INVESTMENT ADVISORS, LLC

Company Profile & Annual Report for Perennial Financial Services

Access the complete profile.

Perennial Financial Services Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	11620 Wilshire Boulevard Suite 400 Los Angeles, CA 90025

Note: Revenues for privately held companies are statistical evaluations.


Perennial Financial Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Perennial Financial Services's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Perennial Financial Services is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Perennial Financial Services Annual Revenue and Growth Rate

Perennial Financial Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Perennial Financial Services's revenues are gauged from an analysis of company filings.

Perennial Financial Services's Income Statement (based on Industry Averages)

Perennial Financial Services P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Perennial Financial Services is developing and marketing. Perennial Financial Services doesn't have any recent trademark applications, indicating Perennial Financial Services is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
PERENNIAL FINANCIAL Financial services, namely, estate planning, financial planning for retirement services, insurance consulting services; Advisory services in the field of employee retirement benefits; Financial services, namely, wealth management services, investment advisory services, and financial planning services	06/02/2022
PERENNIAL INVESTMENT ADVISORS Financial services, namely, estate planning, financial planning for retirement services, insurance consulting services; Advisory services in the field of employee retirement benefits; Financial services, namely, wealth management services, investment advisory services, and financial planning services	06/02/2022
PERENNIAL WEALTH Estate planning; insurance consulting services	03/21/2019

See all trademarks and details in the Full Report.

Market Share of Perennial Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Perennial Financial Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Perennial Financial Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
HOULIHAN LOKEY CAPITAL	Los Angeles, CA	100
B. RILEY FINANCIAL	Los Angeles, CA	63
WEDBUSH SECURITIES	Los Angeles, CA	40
TCW	Los Angeles, CA	31
DATA ANALYSIS	Los Angeles, CA	29
KAYNE ANDERSON CAPITAL ADVISORS	Los Angeles, CA	17

Other Companies at 11620 Wilshire Boulevard, Los Angeles CA

Company	Headquarters	Revenue ($ MM)
REXFORD INDUSTRIAL REALTY	Los Angeles, CA	100
INTERGROUP	Los Angeles, CA	7
SANTA FE FINANCIAL	Los Angeles, CA	7
PORTSMOUTH SQUARE	Los Angeles, CA	6
STONE COMMERCIAL BROKERAGE	Los Angeles, CA	0

Future Competition: Perennial Financial Services's Fastest Growing Competitors

These companies are in the same general field as Perennial Financial Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)