Perigon Wealth Management, LLC

Perigon Wealth Management, LLC (CRD# 131037) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,830,369,323 in 9,185 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,830
    MILLION
  • Total Number of Accounts
    9,185
    ACCOUNTS
  • Average Account Value
    $525,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Perigon Wealth Management, LLC
Showing 1 - 10 of 62 top financial advisors.
1
Scott A. Yi
CRD#: 4983680
201 Mission Street, Suite 1825, San Francisco, CA 94105
Scott Yi (CRD# 4983680) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 10 years of experience in the finance industry.
2
Arthur J. Ambarik
CRD#: 4447307
201 Mission Street, Suite 1825, San Francisco, CA 94105

Arthur Ambarik (CRD# 4447307) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 22 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.

3
Sheetal S. Bagde
CRD#: 6296533
201 Mission Street, Suite 1825, San Francisco, CA 94105

Sheetal Bagde (CRD# 6296533) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 9 years of experience in the finance industry. Sheetal Bagde 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.

4
Christie A. Baker
CRD#: 1690585
201 Mission Street, Suite 1825, San Francisco, CA 94105

Christie Baker (CRD# 1690585) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 35 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.

5
Mary L. Ballin
CRD#: 2978336
201 Mission Street, Suite 1825, San Francisco, CA 94105

Mary Ballin (CRD# 2978336) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 25 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.

6
David J. Bauer
CRD#: 6299104
201 Mission Street, Suite 1825, San Francisco, CA 94105

David Bauer (CRD# 6299104) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

7
Andrew M. Bellak
CRD#: 2466556
201 Mission Street, Suite 1825, San Francisco, CA 94105

Andrew Bellak (CRD# 2466556) 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.

8
Steven Bernknopf
CRD#: 1986649
1249 South River Road, Cranberry, NJ 08512

Steven Bernknopf (CRD# 1986649) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Cranberry, NJ and has over 33 years of experience in the finance industry. Steven Bernknopf 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.

9
Tyler W. Brooks
CRD#: 6690507
201 Mission Street, Suite 1825, San Francisco, CA 94105

Tyler Brooks (CRD# 6690507) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

10
Bryce R. Brown
CRD#: 6209724
201 Mission Street, Suite 1825, San Francisco, CA 94105

Bryce Brown (CRD# 6209724) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

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