Perennial Financial Services

Firm record

As recorded in SEC IAPD

Firm CRD

286477

SEC number

801-110619

Firm type

RIA

Assets under management

$2.5B as of Mar 31, 2026

Website

twitter.com/ThaneMcCready ↗

Phone

310-445-2504

Address

11620 Wilshire Boulevard, Los Angeles, CA, 90025

Advisors at this firm

44 in our index · page 1 of 1

• Bart Richard AlbrigoCRD 1791615 · Litchfield Park, AZ
  IA Registered
  Disclosure event(s) on record
• Robert Douglas BarberCRD 6989583 · Arroyo Grande, CA
  IA RegisteredBroker
• Eddie Chewkwong ChanCRD 2290613 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stan D ChooCRD 5113521 · Los Angeles, CA
  IA RegisteredBroker
• Mary Dawn CollinsCRD 3071777 · Fresno, CA
  IA RegisteredBroker
• Betty ChinCRD 5359336 · Brea, CA
  IA RegisteredBroker
• Caribel ColonCRD 7155405 · Astoria, NY
  IA RegisteredBroker
• Maddox Richard De NunzioCRD 8003616 · Arroyo Grande, CA
  IA RegisteredBroker
• Robert Gillis FarmerCRD 2436132 · Fresno, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Carole Riley FordCRD 1284016 · Fresno, CA
  IA RegisteredBroker
• Michael Dean FullerCRD 2738831 · Arroyo Grande, CA
  IA RegisteredBroker
• Jason Russell GoodCRD 6354476 · Boise, ID
  IA RegisteredRegistration inactive
• Bradley Benjamin HarrisCRD 5113544 · Los Angeles, CA
  IA RegisteredBroker
• Jason Ronald HorgCRD 4751735 · Fresno, CA
  IA RegisteredBroker
• Neelab HakamiCRD 5607049 · Redondo Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Jon JollyCRD 1841114 · Fresno, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Amy Wang-Yi JohnsonCRD 6214832 · Los Angeles, CA
  IA RegisteredBroker
• Kory A KeithCRD 7802521 · Santa Monica, CA
  IA RegisteredBroker
• Anthony Seo LeeCRD 4097208 · Los Angeles, CA
  IA RegisteredBroker
• Carlos Calcagno LluchCRD 2145061 · Los Angeles, CA
  IA RegisteredBroker
• Ryan Jaire LouieCRD 4435975 · Fresno, CA
  IA RegisteredBroker
• Evidio T MayeaCRD 5069804 · Cypress, CA
  IA RegisteredBroker
• Mackenzie Morgan MccombsCRD 7126409 · Fresno, CA
  IA RegisteredBroker
• Thane Stuart MccreadyCRD 2746385 · Fountain Valley, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory MorseCRD 2897037 · Los Angeles, CA
  IA RegisteredBroker
• Christopher Andrew NowakowskiCRD 4596330 · Los Angeles, CA
  IA RegisteredBroker
• John Bennett PetrickCRD 4624073 · Los Angeles, CA
  IA RegisteredBroker
• Erin Ford RedmondCRD 6283192 · Fresno, CA
  IA RegisteredBroker
• Nikolaus Stephen RedmondCRD 5698794 · Fresno, CA
  IA RegisteredBroker
• James Michael RussellCRD 5569166 · Lake Saint Louis, MO
  IA RegisteredBroker
• Brandon Blake SchwartzCRD 4465497 · Los Angeles, CA
  IA RegisteredBroker
• Devin Gary ShaefferCRD 4577510 · Fresno, CA
  IA RegisteredBroker
• Dennis Fu-Teh ShuCRD 5985564 · Los Angeles, CA
  IA RegisteredBroker
• Alan Ranier SimeonCRD 2468886 · Los Angeles, CA
  IA RegisteredBroker
• Eric Ryan SimoniansCRD 5088748 · Fresno, CA
  IA RegisteredBroker
• Dane Christopher StreeterCRD 4613533 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ximena Sophia Silva-AvilaCRD 7268838 · St. Paul, MN
  IA RegisteredBroker
• Jeffrey Warren SinclairCRD 7245727 · Rocklin, CA
  IA RegisteredBroker
• Ethan James SmithCRD 8200787 · Fresno, CA
  IA RegisteredBroker
• William J SosnieckiCRD 7682050 · Scottsdale, AZ
  IA RegisteredBroker
• Zachary Douglas StatzerCRD 7502738 · Fresno, CA
  IA RegisteredBroker
• Shirley Co TanCRD 5562662 · Glendale, CA
  IA RegisteredBroker
• Kent Katsuo TanakaCRD 3227376 · South Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Abhishek VakilCRD 6021636 · New Yor City, NY
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.