Arthur Ambarik, financial advisor San Francisco CA
96 score

Arthur Ambarik

CRD Number: 4447307
Current Firm: Perigon Wealth Management, LLC

Arthur Ambarik (CRD# 4447307) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry. Arthur Ambarik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Perigon Partners, LLC San Francisco, CA Jan 2013 - Current 4
Yellowbrickroad Financial Advisors, LLC San Francisco, CA Jan 2011 - Dec 2012 1
John S. Ohmer San Francisco, CA Dec 2004 - May 2011 6
Lpl Financial Services San Diego, CA Sep 2003 - May 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Arthur J. Ambarik
Phone Number: 415-430-4140
Registered State(s):
  • CA
  • HI
By the Numbers
  • Total Assets Under Management
    722
    MILLIONS
  • Total Number of Accounts
    587
    ACCOUNTS
  • Average Account Value
    $1,229,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, CT, FL, HI, IL, MA, ME, NH, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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