Perigon Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Perigon Wealth Management LLC
CRD #131037
SEC #801-62988
CIK #
AUM $772.0 MM (97% Disc, 100% US)
Employees23 (78% Investors, 4% Brokers)
Phone415-430-4140
Address201 Mission Street
San Francisco, CA 94105
Source [IAPD] [Website]
Total AUM ($MM)
88570853135417702003200820142020
Sector Holding Cap ($MM) Value ($MM)
UNP117,760.058.6
AAPL843,560.018.7
SPY18.2
OXY47,880.013.7
GOOG817,370.09.8
MRK208,740.09.2
HD206,070.08.5
CME61,120.07.7
V341,210.07.6
DIS171,070.06.4
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
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Colonial Trust Advisors Inc
SC 0.8
Founders Asset Management LLC
CO 0.8
Financial Synergies Wealth Advisors Inc
TX 0.8
Parentebeard Wealth Management LLC
PA 0.8
Next Century Growth Investors LLC
MN 0.8
Cashen Investment Advisors Inc
TX 0.8
AssetBuilder Inc
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