The PERIGON WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $11.29Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PERIGON WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 377.35% over the last 5-years.
The Group has been registered with the SEC for 22.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 201 MISSION STREET SUITE 1825, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 159 employees comprised of 92 investment and 67 non-investment staff. The total number of Employees increased by 245.65% over the last 5-years.
Their $11.29Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 243 other accounts. Assets of High Net Worth Individuals clients own $7.46Bn or 66.05% of Total Assets and Individuals own $1.81Bn or 16% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PERIGON WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.