Christopher
Spires
Perigon Wealth Management, LLC
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About this Advisor
Christopher Spires is a financial advisor operating out of San Francisco, California with 2 years of industry experience. Spires currently works for Perigon Wealth Management, LLC. The advisor has gained experience at Lakeview Capital Management, LLC, Triad Advisors, Lakeview Capital Partners, LLC, Sterne Agee Financial Services, Inc, Purshe Kaplan Sterling Investments, Inc and Perigon Wealth Management, LLC. Spires has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Perigon Wealth Management, LLC is an advisory firm that has its headquarters in San Francisco, CA. The firm has offices in 35 locations and a total of 98 employees. It oversees $5 billion in assets under management between its 9,185 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 9,185 accounts, 32% are held by high-net-worth investors who have greater than $1 million in investable assets. Perigon Wealth Management, LLC performs a diverse assortment 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 charged by financial advisors usually depend on which services are offered. Fees billed by Perigon Wealth Management, LLC can include some combination of 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
Christopher Spires Work History
Christopher has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments, Inc
Perigon Wealth Management, LLC
Lakeview Capital Partners, LLC
Sterne Agee Financial Services, Inc
Lakeview Capital Management, LLC
Triad Advisors
*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 Christopher Spires 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
San Francisco, CA
San Francisco, CA
Irvine, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Atlanta, GA
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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