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).
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Total Assets Under Management6,941MILLION
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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
Jonathan Masse (CRD# 4480430) 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.
George Matthai (CRD# 1004895) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 41 years of experience in the finance industry.
Viviana Mattos (CRD# 6875558) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Daniel McAuliffe (CRD# 5405608) 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.
Ronald Ophetveld (CRD# 5722214) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Carlsbad, CA and has over 12 years of experience in the finance industry.
Jeremy Paul (CRD# 2941072) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.
Charles Pinson-Rose (CRD# 4452987) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Reno, NV and has over 21 years of experience in the finance industry.
Alexandra Quitko (CRD# 6154588) 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.
William Rackley (CRD# 4701951) 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.
Joseph Rust (CRD# 7009320) 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.