Perigon Wealth Management Review 2025 - investor.com

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 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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Best Financial Advisor Firms New Jersey 2025 - Investor.com

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Jan 8, 2025 · Perigon Wealth Management $6.9 billion 3,744 77 $1.9 million Csenge Advisory Group $2.8 billion 5,630 76 $488,978 Latitude Advisors ... available to RIA firms participating …

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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 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 Wealth Management LLC Has $6.38 Million Stock …

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5 days ago · Perigon Wealth Management LLC grew its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 4.2% during the fourth quarter, according to …

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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 Trims Stock Holdings In Meta

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1 day ago · Perigon Wealth Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.7% during the fourth quarter, according to the company …

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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 LLC Increases Stock Holdings In

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5 days ago · Perigon Wealth Management LLC grew its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 6.0% in the fourth quarter, according to the company in its most recent Form …

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Perigon Wealth Management LLC Acquires 1,213 Shares Of

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3 days ago · Perigon Wealth Management LLC raised its holdings in International Business Machines Co. (NYSE:IBM - Free Report) by 5.8% during the fourth quarter, according to the …

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Vistra Corp. (NYSE:VST) Shares Bought By Perigon Wealth …

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1 day ago · Perigon Wealth Management LLC grew its position in Vistra Corp. (NYSE:VST - Free Report) by 201.1% during the fourth quarter, according to its most recent Form 13F filing with …

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Perigon Wealth Management Review 2025 - Investor.com

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

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FAQs about Perigon Wealth Management Review 2025 - investor.com Coupon?

How many advisors does perigon wealth management have?

Perigon Wealth Management, registered in 2004, serves 41 states with a licensed staff of 64 advisors. They manage $4.8 billion and provide investment advisory services for 3,498 clients (1:55 advisor/client ratio). ...

Who is perigon wealth management?

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

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. ...

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 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." ...