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Financial ADVSR advisor directory · SEC adviser records

Perigon Wealth Management, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Perigon Wealth Management, LLC office in California, by city and A to Z.

The short answer

56 registered advisors work at Perigon Wealth Management, LLC in California, out of 85 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (52). 26 list the CFP designation and 14 are also registered broker representatives.

Perigon Wealth Management, LLC advisors by city in California

Every firm in California →

San Francisco 52Rancho Santa Fe 2Carlsbad 1Santa Monica 1

Perigon Wealth Management, LLC advisors in California, A to Z

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Perigon Wealth Management, LLC advisors in every state →Perigon Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Perigon Wealth Management, LLC in other states

New York 7Massachusetts 3Michigan 3New Jersey 3Nevada 3

Questions

How many Perigon Wealth Management, LLC financial advisors are in California?

56 investment adviser representatives are registered at Perigon Wealth Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 85 at the firm nationwide. 26 list the CFP designation and 14 are also registered as broker representatives.

Where in California does Perigon Wealth Management, LLC have the most advisors?

San Francisco, with 52, then Rancho Santa Fe (2). Perigon Wealth Management, LLC has advisors in 4 cities in California.

How do I check a Perigon Wealth Management, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Perigon Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.