PERIGON WEALTH MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 131037). Regulatory assets under management: $11.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
Showing 25 of 33 people.
| Name | Role | Location |
|---|---|---|
| Jeremy Paul | OWNER; PRESIDENT, PARTNER | PLANO, TX |
| Paul Jeremy | OWNER; PRESIDENT, PARTNER | Plano, TX |
| Philip Allen Hart | FOUNDER AND PARTNER | — |
| Arthur John Ambarik | CHIEF EXECUTIVE OFFICER AND PARTNER; PARTNER | — |
| Lindsay Hambleton Sturmak | PARTNER | — |
| Jonathan Patrick Hoy | CHIEF OPERATING OFFICER | — |
| Rafia Khushbakht Hasan | CHIEF INVESTMENT OFFICER | — |
| David Allen Scarpello | CHIEF FINANCIAL OFFICER | — |
| Jonathan David Robbins | CHIEF COMPLIANCE OFFICER | — |
| STONE ALANA LEE | OFFICE MANAGER/CHIEF COMPLIANCE OFFICER | — |
| HART PHILIP ALLEN | CIO/PRINCIPAL; DIRECTOR; FOUNDER AND PARTNER (+2 more) | — |
| TRIEBES STEVEN ROBERT | PRINCIPAL | — |
| CABALLERO JOSEPH HERIBERTO | OUTSIDE INVESTOR; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| SCHOKNECHT KIMBERLY TEODORE | CHAIRMAN | — |
| HARDING JENNIFER PAGE | DIRECTOR; PARTNER; PRINCIPAL | — |
| JOHNSON JEFFREY ALLEN | DIRECTOR; PARTNER | — |
| SCARPELLO DAVID ALLEN | CHIEF FINANCIAL OFFICER | — |
| HALE CHRISTOPHER HOUSTON | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BORDEN CRISTOPHER JON | PRINCIPAL | — |
| ROBBINS DAVID | CHIEF COMPLIANCE OFFICER | — |
| SCHOW STEVEN HOWARD | DIRECTOR; PARTNER | — |
| AMBARIK ARTHUR JOHN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND PARTNER; DIRECTOR (+1 more) | — |
| JARAVATA GESA EMARIE | CHIEF COMPLIANCE OFFICER | — |
| STURMAK LINDSAY HAMBLETON | PARTNER | — |
| HASAN RAFIA KHUSHBAKHT | CHIEF INVESTMENT OFFICER | — |
Showing 15 of 41 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| EDISON | NJ | 7 | 848-235-3523 |
| SOUTHFIELD | MI | 4 | (248) 376-7319 |
| WALNUT CREEK | CA | 4 | (415) 430-4140 |
| SYRACUSE | NY | 3 | (315) 438-8690 |
| BOCA RATON | FL | 3 | (561) 899-0808 |
| PETALUMA | CA | 3 | (707) 283-0520 |
| RANCHO SANTA FE | CA | 3 | (858) 481-4088 |
| NEW YORK | NY | 3 | (866) 982-7790 |
| WILMINGTON | DE | 3 | (302) 658-5806 |
| ATLANTA | GA | 3 | (415) 430-4140 |
| RIDGEWOOD | NJ | 2 | (212) 573-0400 |
| HONOLULU | HI | 2 | (808) 540-0900 |
| AMHERST | MA | 2 | (413) 306-3244 |
| IRVINE | CA | 2 | (949) 263-1883 |
| WESTPORT | CT | 2 | (203) 454-7328 |