Matthew Torkelson (CRD# 7124244) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, LLC | Petaluma, CA | Feb 2023 - Current | 1 |
| Burleson & Company, LLC | Petaluma, CA | Jan 2021 - May 2023 | 2 |
| Manhattan College | Bronx, NY | Jan 2019 - Dec 2020 | 1 |
| Axa Advisors, LLC | New York, NY | May 2019 - Aug 2019 | < 1 |
| Pfi Incorporated | Novato, CA | Apr 2017 - Jan 2019 | 1 |
| Redwood Credit Union | San Rafael, CA | Jun 2016 - Jan 2017 | < 1 |
| Safeway, Inc. | Petaluma, CA | Apr 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- CA
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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