Perigon Wealth Management, LLC
Perigon Wealth Management, LLC (CRD# 131037) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,328,851,184 in 4,656 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management3,329MILLION
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Total Number of Accounts4,656ACCOUNTS
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Average Account Value$714,959
- 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)
AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, LA, MA, MD, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
Arthur Ambarik (CRD# 4447307) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 20 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.
Christie Baker (CRD# 1690585) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 33 years of experience in the finance industry. Christie Baker 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.
Mary Ballin (CRD# 2978336) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry. Mary Ballin 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.
Tyler Brooks (CRD# 6690507) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Stephen Colavito (CRD# 2418662) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 28 years of experience in the finance industry.
Willis Dobbs (CRD# 5683198) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.
Scott Elisha (CRD# 1826761) 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.
Stacie Giddings (CRD# 5036285) 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.
Dev Gupta (CRD# 4447991) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Dev Gupta 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.