Perigon Wealth Management, Llc

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Description

  • Perigon Partners was established in 2004 out of dissatisfaction with traditional wealth management business models, and the need to build a truly client-centric (vs. product or manager-centric) business that would have a lasting impact. Since its founding the firm has both grown and evolved into a truly state-of-the-art offering in its category.
  • location

    Headquarters:201 Mission St Suite 1825, San Francisco, California, United States

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  • Perigon Wealth Management, Llc phone

    Phone Number: +1 415-430-4140

  • Perigon Wealth Management, Llc website

    Website: https://www.perigonwealth.com

  • Perigon Wealth Management, Llc employees

    Employees:35

  • Perigon Wealth Management, Llc revenue

    Revenue:$10 - 50M

  • Perigon Wealth Management, Llc legal name

    Legal Name:Perigon Wealth Management, Llc

  • Perigon Wealth Management, Llc's Social Media

    Perigon Wealth Management, Llc linkedin Perigon Wealth Management, Llc twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Business Development Officer for Perigon Wealth Management, Llc

Dan Newhall

Chief Business Development Officer

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View Employees

Dan Newhall

Chief Business Development Officer

Jennifer Harding

Partner

Brad Resnick

Vice President- Investments

Eric Linser

Wealth Manager

Scott Elisha

Chief Options Strategist And Portfolio Manager

Frequently Asked Questions regarding Perigon Wealth Management, Llc

  • Where are Perigon Wealth Management, Llc's Headquarters?

    Perigon Wealth Management, Llc's Headquarters are in 201 Mission St Suite 1825,San Francisco,California,United States

  • What is Perigon Wealth Management, Llc's phone number?

    Perigon Wealth Management, Llc's phone number is +1 415-430-4140

  • What is Perigon Wealth Management, Llc's official website?

    Perigon Wealth Management, Llc's official website is https://www.perigonwealth.com

  • What is Perigon Wealth Management, Llc's Revenue?

    Perigon Wealth Management, Llc's revenue is $10 - 50M

  • What is Perigon Wealth Management, Llc's NAICS code?

    Perigon Wealth Management, Llc's NAICS code is 523930

  • How many employees are working in Perigon Wealth Management, Llc

    Perigon Wealth Management, Llc has 35 employees

  • What is Perigon Wealth Management, Llc's Industry?

    Perigon Wealth Management, Llc is in the industry of Investment Management

  • Who is Perigon Wealth Management, Llc's Chief Business Development Officer?

    Perigon Wealth Management, Llc's Chief Business Development Officer is Dan Newhall

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