Pricing

Perigon Wealth Management, LLC

0 followers

‌

Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally... Read more

Industries

Business Development, Investment Management

Headquarters

San Francisco, US

Employees

Links

Org chart

Founding Partner | Senior Portfolio Manager

Philip Hart

Collapse

Chuck Pinson - Rose

Chief Financial Officer

Chief Operating Officer

Rafia Hasan Cfa

Chief Investment Officer

Head Of Impact Investing | Partner

Anna Marie Grosso

Private Client Associate

Private Client Associate

Branden Randall

Private Client Associate, Paraplanner

Private Client Associate

Client Service Manager

Private Client Associate

Private Client Associate

Financial Planning Associate

Private Client Associate

Private Client Associate

Private Client Associate

Private Client Associate

Chief Options Strategist/portfolio Manager

Abegael Fleming

Human Resources Manager

Teams

Client Services Team

21 members

Wealth Management Team

17 members

Financial Planning Team

10 members

Investment and Portfolio Management

8 members

Leadership Team

7 members

Finance and Compliance

4 members

Similar companies

Charles River Development

4 followers

R3

7 followers

Rocket.Chat

665 followers

BMW Northwest

3 followers

Lucid Management and Capital Partners LP

1 follower

QuillBot

2 followers

Verition Fund Management

2 followers

Bridgewater Associates

42 followers

Frontier Health

13 followers

LeapFrog Investments

4 followers

Obsidian

4 followers

Explore companies