Clay Worthington Kinnard

Perigon Wealth Management, LLC

7 Years of Experience

1 DisclosureSells Insurance

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

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

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History

Regulatory History (1)

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Criminal

November 2007

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Clay works as an independent contractor as an insurance agent, dedicating full-time hours to insurance sales. This activity is not investment-related.

Employment History

Current Registrations

Perigon Wealth Management, LLC

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Sagepoint Financial, INC.Broker

July 2020 - April 2022 · 1 yr 9 mos

Sagepoint Financial, INC.

July 2020 - April 2022 · 1 yr 9 mos

Securian Financial Services, INC.

May 2018 - July 2020 · 2 yrs 2 mos

Securian Financial Services, INC.Broker

March 2018 - July 2020 · 2 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.