Member · Perennial Financial Services
John B. Petrick
CRD 4624073 · Named on Form ADV at one SEC-registered adviser
At a glance
Perennial Financial Services, an SEC-registered wealth manager based in LOS Angeles, CA with $2.5 billion in regulatory assets, lists John B. Petrick on its Form ADV as Member, a control person.
Firms and roles
- Perennial Financial ServicesMemberWealth manager · LOS Angeles, CA · $2.5B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Anthony S. LeeChief Compliance Officer, Perennial Financial Services
- Alfred K. MartinezChief Technology Officer, Perennial Financial Services
- Christopher A. NowakowskiMember, Perennial Financial Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.