Perigon Wealth Management LLC Takes Position in Fifth Third …

2 days ago · Perigon Wealth Management LLC bought a new stake in shares of Fifth Third Bancorp (NASDAQ:FITB - Free Report) during the fourth quarter, according to the company in …

CouponFollow Extension

$8
OFF

Perigon Rises From 56 To 42 San Francisco Business Times

3 weeks from now

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 …

perigonwealth.com

$5112119472
OFF

PERIGON WEALTH MANAGEMENT, LLC - WhaleWisdom.com

3 weeks from now

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 2024-08-21). Their last …

whalewisdom.com

$6
OFF

Perigon Wealth Management Review 2025 - Investor.com

3 weeks from now

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 …

investor.com

$8
OFF

Perigon Wealth Management Deepens Goldman Sachs Relationship

3 weeks from now

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 …

yahoo.com

$6
OFF

Perigon Wealth Management LLC Welcomes Two Advisor Firms …

3 weeks from now

Mar 5, 2024 · Perigon Wealth Management LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $6.9 billion as of …

yahoo.com

$3.79
OFF

Perigon Wealth Management, LLC - 13F

3 weeks from now

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, …

13f.info

$3.79
OFF

Summary - MO - NYSE - Weiss Ratings

3 weeks from now

Jan 6, 2025 · Perigon Wealth Management LLC Boosts Stake in Altria Group, Inc. (NYSE:MO) 1/30/2025 - ... Fifth Third Bancorp Has $3.79 Million Stake in Altria Group, Inc. (NYSE:MO) ...

weissratings.com

$8
OFF

Perigon Wealth Management Eyes Growth With Leadership Shakeup

3 weeks from now

Oct 4, 2024 · The firm, which manages approximately $8.2 billion in client assets as of June 30, has hired a new chief financial officer and created two new management roles to support its …

investmentnews.com

$2259789
OFF

Perigon Wealth Management Review 2025 - Investor.com

3 weeks from now

Advisor / Client Ratio: 1:28Average Client Balance: $2,259,789Total AUM: $2.4 billion

investor.com

FAQs about Perigon Wealth Management LLC Takes Position in Fifth Third … Coupon?

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). ...

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. ...

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. ...

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. ...

How does Goldman Sachs support perigon Rias?

Bill Dalton, Head of RIA Custody Sales at Goldman Sachs, said, "We are proud to support Perigon, one of the fastest growing RIAs in the country, by providing their advisors access to Goldman Sachs' industry-leading solutions and capabilities through our holistic approach to serving RIAs." ...