linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Philip Aronovitch

Perennial Financial Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Philip Aronovitch

David Philip Aronovitch is a financial advisor at Perennial Financial Services. David has been in the financial services industry since 2007 and is registered with the state of California to provide investment advisory services. David has a wide range of experience in financial planning, portfolio management for individuals and businesses, and pension consulting. David is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

David Aronovitch is currently registered with Perennial Financial Services. Perennial Financial Services is a Los Angeles, CA-based registered investment advisor with 32 investment advisor representatives and a total of $1,483,758,945 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Perennial Financial Services also offers a wrap fee program and assists clients with the selection of other advisors.
Perennial Financial Services

11620 WILSHIRE BOULEVARD

LOS ANGELES, CA 90025

$1.48B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Aronovitch’s Registration & Firm History

CA

08/31/2018 - Present

Perennial Financial Services (Santa Monica CA)

CA

05/02/2009 - 12/09/2010

CHASE INVESTMENT SERVICES CORP. (SHERMAN OAKS CA)

CA

07/13/2006 - 05/02/2009

WAMU INVESTMENTS, INC. (SHERMAN OAKS CA)

NJ

03/14/2005 - 11/01/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

Not sure if David Philip Aronovitch is right for you?

Licenses & Designations

BOTH

Issued 04/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Philip Aronovitch.
Not sure if David Philip Aronovitch is right for you?