HR Execs on the Move

Perigon Wealth

www.perigonwealth.com

 
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 $3 billion in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Courtney Holt
 Head of People Profile

Similar Companies

Meals on Wheels of Tampa Inc

Meals on Wheels of Tampa Inc is a Tampa, FL-based company in the Financial Services sector.

Real Time Trading Technologies

Real Time Trading Technologies is a Danbury, CT-based company in the Financial Services sector.

Cambridge Associates

Cambridge Associates is a global investment firm. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios to generate outperformance so they can maximize their impact on the world. With more than 45 years of institutional investing insights, the firm has helped to shape and implement investment best practices and built strong global investment networks with the purpose of driving outperformance for clients. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Cambridge Associates currently maintains offices in Boston; Arlington, VA; Beijing; Dallas; London; Munich, Menlo Park, CA; New York; San Francisco; Singapore; and Sydney. Cambridge Associates consists of six global investment affiliates that are all under common ownership and control.

Life Science Angels

Life Science Angels is a Palo Alto, CA-based company in the Financial Services sector.

Aegis Capital Corporation

Aegis Capital Corporation is a New York, NY-based company in the Financial Services sector.