Perigon Wealth Management, LLC
Perigon Wealth Management, LLC (CRD# 131037) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,780,000,000 in 2,412 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,780MILLION
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Total Number of Accounts2,412ACCOUNTS
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Average Account Value$737,977
- 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)
- Other
AZ, CA, CO, FL, HI, MA, MT, NJ, NY, OR, TX, WA
Arthur Ambarik (CRD# 4447307) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 19 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.
Mary Ballin (CRD# 2978336) 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. 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.
Scott Elisha (CRD# 1826761) 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 (CRD# 4447991) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
David Hale (CRD# 4340566) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Robert Hardwick (CRD# 6385935) 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. Robert Hardwick 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.
Philip Hart (CRD# 1231843) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 34 years of experience in the finance industry.
Jonathan Horst (CRD# 5558494) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 12 years of experience in the finance industry. Jonathan Horst 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.
Eric Jardine (CRD# 5072445) 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.
Marisa Joelson (CRD# 2664624) 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.