Perigon Wealth Management, LLC
Perigon Wealth Management, LLC (CRD# 131037) is a financial advisory firm headquartered in San Francisco, CA. They manage $6,940,945,795 in 11,428 accounts and serve the financial needs of clients across 42 states (or territories).
-
Total Assets Under Management6,941MILLION
-
Total Number of Accounts11,428ACCOUNTS
-
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
Robert Hardwick (CRD# 6385935) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Philip Hart (CRD# 1231843) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 37 years of experience in the finance industry.
Victor Hicks (CRD# 2703057) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Southfield, MI and has over 25 years of experience in the finance industry.
Eric Jardine (CRD# 5072445) 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.
Timothy Kaiser (CRD# 5892120) 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.
Sandra Kerr (CRD# 2375759) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
Clay Kinnard (CRD# 6074654) 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.
Dermott Larkin (CRD# 2440976) 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.
Eric Linser (CRD# 4079983) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.
Michael Lombardo (CRD# 4368492) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.