RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B••• R•••••• A••••••
- Title
- Senior Vice Presidentreportedperennialfinancialservices.comfirm site, Sep 15, 2026
- Direct business phone
- 623-255-3384reportedperennialfinancialservices.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/albrigo-bart-87014415reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- perennialfinancialservices.com/team/bart-albrigoreportedperennialfinancialservices.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P•••••••• F•••••••• S••••••• independent RIA currentsince Jan 30, 2023 · Los Angeles, Ca
- O••••••• P•••••••• L•• formerDec 12, 2016 to Jun 21, 2017 · B•••••• H••••, Ca
- B•••••• H•••• W••••• M••••••••• L•• formerMar 6, 2012 to Nov 23, 2018 · B•••••• H••••, Ca
- M••••• S•••••• wirehouseJun 1, 2009 to Feb 3, 2012 · Peoria, Az
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · Surprise, Az
- M••••• S•••••• D• I••• unclassifiedNov 2, 1998 to Apr 2, 2007 · B•••••• Hls, Ca
- B•••••• H•••• W••••• M••••••••• L•• to O••••••• P•••••••• L••left Nov 23, 2018, registered Dec 12, 2016 (-711 days) · Other
- O••••••• P•••••••• L•• to P•••••••• F•••••••• S•••••••left Jun 21, 2017, registered Jan 30, 2023 (2049 days) · Other
- M••••• S•••••• to B•••••• H•••• W••••• M••••••••• L••left Feb 3, 2012, registered Mar 6, 2012 (32 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address