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Perigon Wealth Management

San Francisco, California

Website:

https://www.perigonwealth.com/

131037

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San Francisco, California

Website:

https://www.perigonwealth.com/

Leadership Interview

Company Details

Approximate AUM

$6,940,950,000

Fee model

Hybrid Legacy

Number of employees

140

Custodians

Schwab

Fidelity

AssetMark Trust

LPL

Interactive

Pershing

Description

Perigon was founded in 2004 by its founding partner, Phil Hart. CEO Arthur Ambarik joined Perigon as an advisor and soon began building his vision to build the firm of the future. As an advisor, Arthur sought a company that respected the sanctuary of the advisor/client relationship and afforded him autonomy over how he serviced his clients. Perigon was founded with the intent of respecting that autonomy while providing a collaborative environment where advisors could share resources and expertise to provide an exemplary experience for their advisors.

Today, Perigon is a leading destination for growth-minded, entrepreneurial advisors and teams. Perigon offers advisors maximum autonomy and a voice at a firm that combines a collaborative, small-company culture with the benefits, resources, and ecosystem of a sophisticated, large-scale organization. Perigon seeks partners who have the desire to divest the majority of non-client-facing functions while retaining control over the majority of the client experience (planning and client service). The firm has internal resources that partners can leverage (central planning, practice management, organic growth initiatives, etc.), but it does not mandate partners to utilize these components of the offer.

Locations

5806 Kennett Pike Wilmington DE 19807

602 Meeting St Ste C West Columbia SC 29169

5430 Campbell Blvd Ste 207 White Marsh MD 21162

5355 Town Center Rd Boca Raton FL 33486

5355 Town Center Rd Ste 204 Boca Raton FL 33486

507 Plum St Ste 102 Syracuse NY 13204

321 Main St Amherst MA 1002

3110 Main St Bldg C Santa Monica CA 90405

2433 Morgantown Rd Ste 103 Reading PA 19607

2381 Rosecrans Ave Ste 350 El Segundo CA 90245

2255 Glades Rd Ste 324A Boca Raton FL 33431

225 Main St Ste 301 Westport CT 6880

215 E Ridgewood Ave Ste 205 Ridgewood NJ 7450

201 Mission St Ste 1825 San Francisco CA 94105

201 1st St Ste 204 Petaluma CA 94952

2000 Town Ctr Ste 1825 Southfield MI 48075

2000 Town Ctr Southfield MI 48075

1990 N California Blvd Ste 612 Walnut Creek CA 94596

1776 Peachtree St NW Ste 620S Atlanta GA 30309

16909 Via De Santa Fe Ste 200 Rancho Sante Fe CA 92067

1249 S River Rd Cranberry NJ 8512

1675 Broadway Fl 20 New York NY 10019

14 Penn Plz Fl 18 New York NY 10122

1130 Roosevelt Irvine CA 92620

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Recent News

Perigon Wealth Adds Execs With Eye to M&A

The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of Constellation Partners’ minority stake in Perigon.

Perigon Wealth Management Enhances Leadership Team to Support Continued Growth

San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity

Perigon Adds 3 Key Hires To Support Growth

San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity

Perigon Hires New CFO From Pathstone

Firm Also Adds And Fills New Positions: Director Of Operations And Director Of Transitions And Integrations

Deals & Recruiting Roundup: Cetera, Dynasty, Oppenheimer, Equitable, Realta And More

M&A By Cetera, Cresset, Allworth, Cerity, MAI, Robertson Stephens And Dynasty. Recruitments By Oppenheimer And Equitable Advisors. Strategic Appointments By Perigon And Realta. FORG Launches To Provide Advisors With Family Office Support.

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Match confidence

N/a

video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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N/a

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Match confidence

N/a

video Overview

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Show your interest

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Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Perigon Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Perigon Wealth Management's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Perigon Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Perigon Wealth Management's Ideal Partner

Company Videos

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