CRD: 286477
Perennial Financial Services
$2.5B Total AUM
$2.5B Disc. AUM
38.7% 3Y CAGR
71 Employees
3,229 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- CrestInsight matrix
- Established Date
- 06-12-2017
- Office Locations
- 21
Office Locations
10055 Slater AVE, Suite 260 Fountain Valley CA
10552 Humbolt St. LOS Alamitos CA
10601 Walker St. Cypress CA
About Perennial Financial Services
Perennial Financial Services (Ford Financial Group) provides financial life planning and private wealth investment planning for individuals and families, with a focus on retirement planning and business 401(k) solutions. Investment work centers on asset allocation using ETFs and public funds. Operates across custodians including Fidelity/NFS and LPL Financial, with planning/model support via platforms such as Envestnet and RightCapital.
Team overview
46 AVG AGE
$64.1M AVG AUM / ADVISOR
$773.8K AVG AUM / CLIENT
4.2 yrs AVG TENURE
71 Employees
39 Advisory Reps
39 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Vector Summit Momentum capital Legacy horizon Glacier Eagle zenith
Client Personas
Pioneer insight
Custodian
Glacier Catalyst capital Insight oak Vertex Vector Momentum harbor
Investment Themes
Alpha Ridge legacy
Investment Vehicles
Crest Wave Optima vital
Platform
Eagle Bridge
Services
Focus ridge Wave vital Bridge Matrix crest Foundation wave Pathway Ember meridian Frontier pathway Focus
Technology
Glacier Meridian radial
Owner & Executives
ANTHONY SEO LEE
Chief Compliance Officer
- CRD
- #4097208
- Ownership
- Less than 5%
(314) 331-4554
radial.unison@beaconcapital.com
in linkedin.com/in/signal-matrix
A
ALFRED K. MARTINEZ
CHIEF TECHNOLOGY OFFICER
- CRD
- --
- Ownership
- Less than 5%
(384) 645-9450
bridge.insight@atlascapital.com
in linkedin.com/in/delta-horizon
O
Oak peak
Signal timber prime
- CRD
- #45855
- Ownership
- 13.9%
(303) 490-9394
fusion.peak@frontiercapital.com
in linkedin.com/in/horizon-beacon
Showing 2 of 4 owners & executives
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BART RICHARD ALBRIGO
Wealth Management Advisor
- CRD
- #1791615
(469) 553-6781
unison.timber@momentumcapital.com
in linkedin.com/in/element-crest
Davis DOMINGO Aldana
--
- CRD
- #5436125
(541) 386-7314
delta.zenith@horizoncapital.com
in linkedin.com/in/unison-momentum
E
Element legacy
Focus frontier ridge
- CRD
- #67325
(511) 593-7485
glacier.ridge@capitalcapital.com
in linkedin.com/in/pioneer-focus
Showing 2 of 50 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,498,681,329 | $773,825 |
| Non-Discretionary | $0 | -- |
| Total | $2,498,681,329 | $773,825 |
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Separately Managed Accounts
Total SMA Asset: $2,498,681,329
Equity - Exchange:
27.8% Public Funds:
14.0% Cash:
30.7% Corporate - Investment Grade:
13.0% Municipal Bonds:
14.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $834,758,294 | 27.8% |
| Public Funds | $420,381,875 | 14.0% |
| Cash | $921,837,397 | 30.7% |
| Corporate - Investment Grade | $390,354,598 | 13.0% |
| Municipal Bonds | $435,395,514 | 14.5% |
| Total | $3,002,727,678 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY MOMENTUM CREST | RADIAL RIDGE | AXY4CDP88 | VTCB | 7.66% | $117,708,449 |
| QUANTUM VECTOR CREST | FUSION MOMENTUM | X6OTWWZNX | ZYXHZ | 11.52% | $1,717,604 |
| RIDGE BRIDGE EAGLE | SUMMIT RADIAL | JQZ3N79PS | UBCLS | 9.99% | $19,358,387 |
| OAK DELTA QUANTUM | BRIDGE FRONTIER | 2ZJ9K99HR | MZQ | 1.93% | $58,776,382 |
| VALUE TIMBER | ELEMENT CATALYST | E56EOR60V | JLNG | 11.86% | $47,295,411 |
| RADIAL HORIZON | GLACIER RIDGE | 0W5ZRNYSL | EIYUH | 2.75% | $89,202,180 |
| FUSION TIMBER | PIONEER ALPHA | ZS58QGQSZ | VUIFV | 6.96% | $72,915,032 |
| MATRIX BRIDGE ATLAS | UNISON FUSION | Z5VHU95FV | UZKL | 12.15% | $34,850,589 |