`

Perigon Wealth Management, LLC

Investment Management

Specialities :
Wealth management
Investment management
Risk management
Financial planning
Impact investing

+2

Sign Up to View More
revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Perigon Wealth Management, LLC

What does Perigon wealth management, llc do?+

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, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $7.75 billion as of March 31, 2024 in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their...

What are Perigon wealth management, llc's specialties? +

Wealth management,investment management,risk management,financial planning,impact investing,family office management,and financial technology

What is Perigon wealth management, llc's industry? +

Perigon wealth management, llc operates in the Investment management industry.

What is Perigon wealth management, llc's revenue? +

Perigon wealth management, llc's revenue is 11m - 100m

What is Perigon wealth management, llc's company size? +

Perigon wealth management, llc has 51 - 200 employees.

The Go-to Sales Technology According to G2

G2 Badges Map
Get Started With Clodura
Sign Up

Sign Up for Free

Get Started with the Free Forever plan! No credit card needed. Enjoy up to 10,000 free email credits per month at no cost.

Sign Up For Free
Supercharge Your Prospecting

Supercharge Your Prospecting

Start Prospecting from Clodura.AI's database of 600M+ verified B2B contacts and 120M+ direct dials along with 18M+ companies' org charts.

Sign Up For Free
Grow Your Business

Grow Your Business

Unlock the prospect's contact details, including verified email, direct dials, add them to cadence, and close more deals.

Sign Up For Free