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
Brad Bell (CRD# 6955252) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Southfield, MI and has 1 year of experience in the finance industry.
Thomas Bertsch (CRD# 4677882) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Thomas Brown (CRD# 5412277) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Syracuse, NY and has over 16 years of experience in the finance industry.
Rachel Elson (CRD# 7414612) 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.
William Gordon (CRD# 7184825) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Dean Kuhlkin (CRD# 2723896) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
John Paganelli (CRD# 4742789) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Syracuse, NY and has 1 year of experience in the finance industry.
Edgar Salinas (CRD# 5321944) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Mission, TX and has over 16 years of experience in the finance industry.
Robert Sloan (CRD# 2075509) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Edmond Sukalic (CRD# 6972599) 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.