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Perigon

is a California-based financial institution that provides services such as wealth management and financial advisory for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsNews & Insights

Perigon

is a California-based financial institution that provides services such as wealth management and financial advisory for individuals and businesses... Read more
Perigon CEO: Arthur Ambarik

CEO

Arthur Ambarik

CEO Approval Rating

85/100

2004

PrivateMerger Pending with Baker & Associates

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$5.0-25M
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Est. Employees
100-250
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Acquisitions
8

News

Acquisition
Jun 28, 2024
StreetInsider
Perigon acquired Creative Financial Planning Inc for undisclosed amount

Perigon Competitors

1Beacon Trust
2Sfmg Wealth Advisors
3MAI
4Krilogy
5I.M. Wealth Care
6Advisor Partners
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