Tech stack
No one at Perennial Financial Services has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
LPL Financial
Per Form ADV · $1.4B held · filed Sep 2024
Fidelity
Per Form ADV · $56M held · filed Sep 2024