Listen in to this episode of the RIA Edge podcast featuring a conversation between Mark Bruno, managing director of the wealth management group at Informa, and Arthur Ambarik, CEO of Perigon Wealth Management. This discussion delves into Perigon’’s unique position and model within the RIA channel, as well as the primary contributors to its impressive growth trajectory.
Arthur shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of around $6 billion in AUM.