Company Overview
- Headquarters
- 201 Mission St Ste 1825, San Francisco CA
- Website
- perigonwealth.com
- Phone
- (415) 430-4140
- Employees
- 109
- Founded in
- 2004
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 56111 CompaniesNAICS Code 561 CompaniesNAICS Code 56 CompaniesNAICS Code 561110 CompaniesNAICS Code 5611 Companies
- SIC Code
-
SIC Code 874 CompaniesSIC Code 87 Companies
Financials & Stats
Revenue
$6B
Who is Perigon Wealth Management
Perigon Wealth Management, LLC is an independent Registered Investment Advisor (RIA) firm headquartered in San Francisco, California. The firm employs 109 individuals and manages over $4 billion in client assets. Perigon Wealth Management provides financial planning and investment management services to individuals and families. Their advisors work closely with clients to develop customized financial plans that are tailored to their unique goals and objectives. The firm offers a wide range of investment strategies and products to meet the diverse needs of its clientele. In addition to its core services, Perigon Wealth Management provides a robust platform for financial advisors seeking to join its network. The firm's flexible business model accommodates various affiliation structures and business models, allowing advisors to maintain their independence while benefiting from Perigon's resources and support. For more information about Perigon Wealth Management, please contact the firm by phone at 415-430-4140 or by email at [email protected]. Additional information about Perigon Wealth Management, including its Form ADV Part 2, is available upon request.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 6M | 28 | Miami, FL | 2007 | |
| 6M | 9 | Benton, KS | 1999 | |
| 6M | 5 | Denver, CO | 2003 | |
| 6M | 26 | Southlake, TX | 2002 | |
| 6M | 3 | Washington, DC | 1998 |