Alexandra Joy Quitko

Perigon Wealth Management, LLC

8 Years of Experience

Broker

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

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.

Other Business Activities

Alexandra works full-time as a financial advisor at Perigon Wealth Management, LLC, providing advice to clients. This activity is investment-related and takes place at a registered location.