PERIGON WEALTH MANAGEMENT, LLC

SAN FRANCISCO, CA

(877) 977-2555

SEC #801-62988

Total AUM

$11.3B

Employees

159

Clients

5,665

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

201 MISSION STREET
SUITE 1825
SAN FRANCISCO
CA 94105
United States

Operating Hours

9:00AM- 5:00PM
Monday - Friday

Phone

(877) 977-2555

Other Offices

Financials

Total AUM

$11.3B

Accounts

17,713

Discretionary

$9B

Accounts

14,604

Non-Discretionary

$2.3B

Accounts

3,109

Clients

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Individual Clients

3,768

AUM

$1.8B

HNW Individual Clients

1,653

AUM

$7.5B

Banking Clients

AUM

$589.1K

Pension/Profit Sharing Plan Clients

120

AUM

$1.1B

Charitable Organization Clients

AUM

$314.2M

Corporation or Business Clients

AUM

$616.7M

Services

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Services Offered

Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

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Affiliates

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Affiliates

Reported 2 business affiliates.

Claimed Affiliates

Reported as an affiliate by 1 other business.