PERIGON WEALTH MANAGEMENT, LLC
San Francisco, California
Perigon Wealth Management, LLC is a leading regional investment advisory firm based in San Francisco, CA. With over 20 years of experience, Perigon Wealth Management has established itself as a trusted partner in the financial industry. With 36 offices strategically located across the region, the firm serves a diverse client base of over 2,310 individuals. With an impressive $4,830,369,000 in assets under management, Perigon Wealth Management offers comprehensive financial solutions to its clients. While their expertise extends beyond individual accounts and 401Ks, representing less than 30% of their assets under management, the ...
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Assets Under Mgmt

$4.83B

Investment Professionals

61

Locations

35

% 401K & Individual

13%

% Discretionary

84%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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