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 | — |