CRD: 286477
Perennial Financial Services
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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- CrestInsight matrix
- Established Date
- 06-12-2017
- Office Locations
- 21
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY SEO LEE
Chief Compliance Officer
- CRD
- #4097208
- Ownership
- Less than 5%
ALFRED K. MARTINEZ
CHIEF TECHNOLOGY OFFICER
- CRD
- --
- Ownership
- Less than 5%
Oak peak
Signal timber prime
- CRD
- #45855
- Ownership
- 13.9%
Showing 2 of 4 owners & executives
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BART RICHARD ALBRIGO
Wealth Management Advisor
- CRD
- #1791615
Davis DOMINGO Aldana
--
- CRD
- #5436125
Element legacy
Focus frontier ridge
- CRD
- #67325
Showing 2 of 50 contacts
Unlock allAssets Under Management
| 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
| 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 |