Perigon Wealth Management LLC Has $1.42 Million Stock

2 days ago · Perigon Wealth Management LLC grew its holdings in shares of Duke Energy Co. (NYSE:DUK - Free Report) by 23.6% in the fourth quarter, according to its most recent Form …

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Perigon Wealth Management LLC Has $1.42 Million Stock

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2 days ago · Perigon Wealth Management LLC grew its holdings in shares of Duke Energy Co. (NYSE:DUK - Free Report) by 23.6% in the fourth quarter, according to its most recent Form …

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Perigon Wealth Management LLC Has $1.51 Million Stock

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2 days ago · Perigon Wealth Management LLC lifted its stake in The Williams Companies, Inc. (NYSE:WMB - Free Report) by 138.5% in the fourth quarter, according to its most recent filing …

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Perigon Wealth Management LLC Has $8.72 Million Stock

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4 days ago · Perigon Wealth Management LLC lessened its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 5.5% during the fourth quarter, according to …

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Perigon Wealth Management LLC Has $271.43 Million Stock …

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Dec 10, 2024 · Perigon Wealth Management LLC reduced its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.2% during the third quarter, HoldingsChannel.com reports. The firm …

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PERIGON WEALTH MANAGEMENT, LLC - WhaleWisdom.com

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Perigon Wealth Management is a large advisory firm with 3744 clients and discretionary assets under management (AUM) of $5,112,119,472 (Form ADV from 2024-11-18). Their last …

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Perigon Wealth Management Review 2025 - Investor.com

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Oct 16, 2024 · Perigon Wealth Management, registered in 2004, serves 44 state(s) with a licensed staff of 77 advisors. Perigon Wealth Management manages $6.9 billion and provides …

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Perigon Wealth Management Deepens Goldman Sachs Relationship

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Jan 9, 2025 · Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client …

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Perigon Rises From 56 To 42 San Francisco Business Times

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Nov 6, 2024 · Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets …

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Perigon Wealth Management LLC Has $14.98 Million Stock …

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4 days ago · Perigon Wealth Management LLC raised its position in shares of Wells Fargo & Company by 2.0% in the 4th quarter, according to the company in its most recent Form 13F …

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Perigon Wealth Management LLC Grows Position In BioNTech SE …

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22 hours ago · Perigon Wealth Management LLC boosted its stake in shares of BioNTech SE (NASDAQ:BNTX – Free Report) by 3.9% during the fourth quarter, according to the company …

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Perigon Wealth Management LLC Has $5.22 Million Holdings In …

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3 days ago · Perigon Wealth Management LLC increased its position in shares of SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 8.5% during the fourth …

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Perigon Wealth Management, LLC - 13F

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Perigon Wealth Management, LLC reported 992 holdings with total value $3.79 B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, QQQ, and AMZN. Perigon Wealth Management, …

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Perigon Wealth Management LLC Takes $515,000 Position In

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22 hours ago · International Assets Investment Management LLC now owns 1,335 shares of the technology company's stock valued at $44,000 after buying an additional 1,291 shares in the …

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Perigon Wealth Management LLC Has $17.42 Million Stake In

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4 days ago · Perigon Wealth Management LLC boosted its stake in shares of McDonald's Co. (NYSE:MCD - Free Report) by 10.2% during the 4th quarter, according to its most recent 13F …

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Perigon Wealth Management LLC Has $15.11 Million Stake In

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1 day ago · Perigon Wealth Management LLC lessened its stake in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 2.4% in the 4th quarter, according to the company in its most …

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FAQs about Perigon Wealth Management LLC Has $1.42 Million Stock Coupon?

What is perigon wealth management's biggest holding?

Their last reported 13F filing for Q1 2023 included $1,759,173,299 in managed 13F securities and a top 10 holdings concentration of 25.98%. Perigon Wealth Management's largest holding is Apple Inc with shares held of 813,564. ...

Who is perigon wealth management?

Perigon Wealth Management is a large advisory firm with 3498 clients and discretionary assets under management (AUM) of $4,043,963,049 (Form ADV from 2023-04-26). Their last reported 13F filing for Q1 2023 included $1,759,173,299 in managed 13F securities and a top 10 holdings concentration of 25.98%. ...

How many clients does perigon wealth management have?

Perigon Wealth Management manages $4.8 billion and provides investment advisory services for 3,498 clients (1:55 advisor/client ratio). ...

Does perigon wealth management track portfolio performance?

Neither the SEC nor FINRA tracks portfolio performance for financial planning firms like Perigon Wealth Management. As a result, there is no historical performance data available for comparison. Financial plans and investment portfolios are always unique to the client's personal financial situation. Perigon Wealth Management is a fiduciary. ...

Who owns perigon International Inc?

Shimizu Corporation（President: Kazuyuki Inoue）has acquired 100％ of the shares in Perigon International Inc.（hereafter, Perigon）to strengthen its engineering business in North America. Perigon is an engineering company with its headquarters in North Carolina and was made a subsidiary of Shimizu’s regional headquarters in North America. ...

Does perigon have a custodial relationship with Goldman Sachs?

Perigon's custodial addition deepens the firm's engagement with Goldman Sachs, building upon its existing relationship with Goldman Sachs Asset Management. ...