Perigon Wealth Management, LLC

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

Industries

Business Development, Investment Management

Headquarters

San Francisco, United States

Employees

Links

Org chart

Founding Partner | Senior Portfolio Manager

Philip Hart

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Rafia Hasan Cfa

Chief Investment Officer

Head Of Impact Investing | Partner

Anna Marie Grosso

Private Client Associate

Branden Randall

Private Client Associate, Paraplanner

Chief Options Strategist/portfolio Manager

Abegael Fleming

Human Resources Manager

Teams

Client Services Team

21 members

Wealth Management Team

17 members

Financial Planning Team

10 members

Investment and Portfolio Management

8 members

Leadership Team

7 members

Finance and Compliance

4 members

Offices

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