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
Willis Dobbs (CRD# 5683198) 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.
Paul Drolson (CRD# 1012162) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 42 years of experience in the finance industry.
Scott Elisha (CRD# 1826761) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Trevin Epps (CRD# 4278077) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Kenneth Fincher (CRD# 1910915) 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.
Arthur Green (CRD# 5344209) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 16 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 17 years of experience in the finance industry.
Thomas Haggerty (CRD# 2471221) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in New York, NY and has over 22 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 23 years of experience in the finance industry.
Andrea Hamilton (CRD# 5447666) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.