PERIGON WEALTH MANAGEMENT, LLC - Financial Advisor in California, San Francisco

Tel: (877) 977-2555 201 Mission Street Suite 1825 San Francisco, California 94105

About PERIGON WEALTH MANAGEMENT, LLC

PERIGON WEALTH MANAGEMENT, LLC is a San Francisco, California based financial advisory firm with nearly $6,940,945,795 in assets under management and provides investment advisory services for 11428 clients. There are currently 137 financial advisors at the firm.

General Information

Firm CRD#:

131037

Firm SEC#:

801-62988

Assets Under Management:

$6,940,945,795

No. of Clients:

11428

No. of Advisors:

137

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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