PERIGON WEALTH MANAGEMENT, LLC

201 Mission Street
Suite 1825
San Francisco, California 94105
Tel: (877) 977-2555

About PERIGON WEALTH MANAGEMENT, LLC

PERIGON WEALTH MANAGEMENT, LLC, formally registered with the SEC as PERIGON WEALTH MANAGEMENT, LLC. The firm was established in 04/07/2004. They have over 45 offices throughout the country.

PERIGON WEALTH MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $6,940,945,795 assets under management, offering retirement planning & investment advisory services to 11428 clients. The firm is staffed with 137 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131037
SEC#	801-62988
Assets Managed by Firm	$6,940,945,795
No. of Clients	11428
No. of Advisors	137

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	11428	$6,940,945,795
Individuals (other than high net worth individuals)	2272	$647,269,419
High net worth individuals	1358	$5,121,844,309
Pension and profit sharing plans	80	$919,811,441
Charitable organizations	11	$169,554,053
Corporations or other businesses	23	$81,972,450

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