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Charles Bernard Pinson-Rose

Perigon Wealth Management, LLC
10 Years of Experience
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View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Perigon Wealth Management, LLC
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

Location

Reno, NV

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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
November 2015 - Present · 10 yrs 3 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.