Arthur
Green
Perigon Wealth Management, LLC
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About this Advisor
Arthur Green is a certified financial planner working out of Palo Alto, California. Green works at Perigon Wealth Management, LLC. Their career trajectory has included roles at Cognizant Wealth Advisors, LLC and Perigon Wealth Management, LLC D/B/A Cognizant Wealth Advisors. Green has a Series 65 license, which qualifies them as an investment advisor representative, and can work in California. Perigon Wealth Management, LLC is a company that has its headquarters in San Francisco, CA. It has offices in 35 locations and a total of 98 advisors. It administers $5 billion in total assets across its 9,185 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 9,185 customer accounts, 32% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. Fee types charged by Perigon Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$4,830,369,323
98
9,185
$525,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Arthur Green Work History
Arthur has been registered as a financial advisor for 0 years.*
Perigon Wealth Management, LLC D/B/A Cognizant Wealth Advisors
Cognizant Wealth Advisors, LLC
Cognizant Wealth Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Arthur Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Perigon Wealth Management, LLC
San Francisco, CA
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Irvine, CA
Atlanta, GA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
