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Perigon Wealth Management LLC

EST. AUM
$11,294,013,832

CONTACTS
21

CLIENT ACCOUNTS
17,713

Firm Details

Metro area San Francisco
CRD Number 131037
Website perigonwealth.com
Client types

Overview

Growing firm in San Francisco that acquired Greenville Financial Group in Wilmington, DE and Nauset Wealth Management in Westport, CT In March 2023 Stakeholders Capital was acquired Perigon offers comprehensive wealth management services, including financial planning, investment management, retirement planning, and estate planning. The firm caters to a diverse clientele, including high-net-worth individuals, executives, business owners, and institutions, providing tailored solutions to meet their unique financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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