AB
AB

Andrew Mark/nicholas Bellak

17 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

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Location

321 Main Street, Amherst, MA, 01002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew operates Stakeholders Capital as a d/b/a for his advisory business with Perigon Wealth Management, LLC. He also serves on various boards and committees for charitable organizations, dedicating minimal time to each, and is a passive investor in numerous companies.

Employment History
Current Registrations
Perigon Wealth Management, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Stakeholders Capital
April 2009 - June 2023 · 14 yrs 2 mos
Team Wealth Planning and Management, INC.
October 2007 - March 2008 · 5 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.