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Perigon Acquisitions

Perigon has acquired 8 companies and its latest acquisition was Creative Financial Planning Inc on Jun 2024

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COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Creative Financial Planning Inc

Jun 2024

Source »
undisclosed
Creative Financial Planning is a New York-based financial firm that provides services such as estate planning, investment and wealth management for individuals and businesses.
Blue Water Capital Management, LLC

Mar 2024

Source »
undisclosed
Blue Water is a New York-based investment advisory firm that provides services such as asset management and financial planning for individuals and businesses.
Lumin Financial, LLC

Mar 2024

Source »
undisclosed
Lumin Financial is a Michigan-based investment advisory firm that provides services such as asset management and financial planning for individuals and businesses.
Prudeo Partners, LLC

Feb 2024

Source »
undisclosed
Prudeo Partners is a Pennsylvania-based investment advisory firm that provides services such as asset management and financial planning for individuals and institutions.
Wealth Advisors, Inc.

Nov 2023

Source »
undisclosed
Wealth Advisors is a Nevada-based financial institution that provides services such as wealth management and financial advisory for individuals and businesses.

Frequently Asked Questions about Perigon

  1. What companies did Perigon acquire?

    Companies acquired by Perigon include Creative Financial Planning, Blue Water and Lumin Financial

  2. How many acquisitions does Perigon have?

    Perigon has acquired 8 companies including Creative Financial Planning, Blue Water and Lumin Financial.

  1. How many acquisitions did Perigon make in 2024?

    In 2024 Perigon acquired 4 companies including Creative Financial Planning, Blue Water and Lumin Financial.