Perigon Wealth Management, LLC is a large advisory firm based in San Francisco. It manages $772 million of regulatory assets for 927 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.
Perigon Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and multi-family office/wealth advisory, advisory consulting, and sub-advisory management. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Perigon Wealth Management, LLC is $772 million. The firm's AUM has grown by 1476% since the beginning of its operation, and $3.3 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Perigon Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Philip Allen Hart is high net worth individuals with 280 clients and $726 million of assets under management. Among the 10 most similar advisory firms, Perigon Wealth Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $772 million for 397 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Perigon Wealth Management doesn't advise any private funds.
The company employs 23 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Philip Allen Hart has been acting as President since 1 Apr 2004. Llc Perigon Financial Holdings joined the executive team most recently as the Member.
The principal office where Perigon Wealth Management, LLC performs its advisory services is located at 201 Mission Street, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in Salinas, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-430-4140 or by fax 415-857-6382. The normal business hours are 9:00am- 5:00pm on Monday - Friday. You can find more information about the New York firm at perigonpartners.net.