Perigon Wealth has once again been named to the San Francisco Business Times’ 100 Fastest Growing Private Companies list.
Perigon Rises From #56 to #42 on San Francisco Business Times Ranking of 100 Fastest-Growing Private Companies
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Perigon Wealth Articles
For Employers: Is Your 401(k) On Track?
It’s no secret that when you conduct a retirement plan review, you have a chance to understand the data and trends, which can help your plan be efficient and compliant.
For The 3rd Year In A Row Perigon is Named to Forbes Top RIA List
The S&P 500 is up nearly 20%, climbing a wall of worry, which includes wars in the Middle East and Ukraine, and the uncertainty of the upcoming presidential election.
Perigon Adds 3 Key Hires To Support Growth
Perigon Wealth welcomes three key hires to support the firm’s continued expansion through organic growth and acquisitions.
Trading Associate
The Trading Associate at Perigon Wealth will perform day-to-day trading functions for Advisors that use the PWM centralized trading team.
Operations Associate
The Operations Associate will have primary responsibility for centralized administration of data in Perigon’s portfolio management system (Orion). This is an important role to ensure data integrity and a positive experience for both the internal Orion users, and the clients receiving reports and output.
CEO Arthur Ambarik wins at the Wealthies
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
Equity partnership is a true partnership
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.
Perigon celebrates advisor Alexandra Quitko Baranski being named to Forbes Best-in-State Next-Gen Wealth Advisor list
Perigon celebrates advisor Alexandra Quitko Baranski being named to Forbes Best-in-State Next-Gen Wealth Advisor list.
Perigon Is Ranked No. 24 on Financial Advisor Magazine’s Fastest Growing RIA’s List for 2024
Perigon is ranked #24 (out of 50) on the Fastest Growing list, #73 on the 2024 RIA list (out of 431) and #73 on the RIA Discretionary and Non-discretionary AUM (out of 431)
Perigon Welcomes Creative Financial Planning To The Team
Perigon Wealth announced the acquisition of Creative Financial Planning Inc. of New York, a firm with approximately $150 million in assets under management (AUM).
Arthur Ambarik named a finalist for CEO of Year and M&A Leader of the Year
Arthur Ambarik has been named a finalist for CEO of Year and M&A Leader of the Year in the Wealth Management Industry Awards.