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
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.
Stephen Sparolini (CRD# 5513761) 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.
Marc Specht (CRD# 5846133) is an Investment Advisor Representative working at LPL Financial in New York, NY and has over 8 years of experience in the finance industry.
Lindsay Sturmak (CRD# 2875124) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Ridgewood, NJ and has over 26 years of experience in the finance industry.
Stephen Swift (CRD# 1819904) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Syracuse, NY and has over 35 years of experience in the finance industry.
John Taylor (CRD# 1990537) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Daufuskie Island, SC and has over 31 years of experience in the finance industry.
Richard Thomas (CRD# 2511190) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 29 years of experience in the finance industry.
James Weikart (CRD# 4330161) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Asheville, NC and has over 23 years of experience in the finance industry.
Gregory Wendt (CRD# 2231401) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Santa Monica, CA and has over 31 years of experience in the finance industry.