AA
CFP
AA
CFP

Arthur John Ambarik

21 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

201 Mission Street, Suite 1825, San Francisco, CA, 94105

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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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Employment History
Current Registrations
Perigon Wealth Management, LLC
April 2013 - Present · 12 yrs 10 mos
Previous Registrations
Yellowbrickroad Financial Advisors, LLC
February 2011 - February 2013 · 2 yrs
LPL Financial LLC
April 2004 - June 2011 · 7 yrs 2 mos
State Registrations3 states
CAHITX
Advisor
Exams
No exam information available for this advisor.