Clay
Kinnard
Perigon Wealth Management, LLC
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About this Advisor
Clay Kinnard is a financial advisor based in San Francisco, California, working with Perigon Wealth Management, LLC. Clay has previously held positions at Securian Financial Services Inc, Minnesota Life Insurance Co, Diamond State Financial Group, K2 Advisory Services LLC, Argo Turboserve Corporation, Nolan Transportation Group, Sagepoint Financial, Inc, Greenville Financial Group, LLC, and Perigon Wealth Management, LLC. Clay has passed the Series 66 regulatory exam and is registered to provide services in Delaware. Currently, Clay is part of Perigon Wealth Management, LLC, which operates out of San Francisco, California. The firm has 40 offices and 133 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perigon Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$6,940,945,795
133
11,428
$607,363
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
Clay Kinnard Work History
Perigon Wealth Management, LLC
Sagepoint Financial, Inc
Greenville Financial Group, LLC
Securian Financial Services Inc
Minnesota Life Insurance Co
Diamond State Financial Group
K2 Advisory Services LLC
Argo Turboserve Corporation
Nolan Transportation Group
Disclosures
Please visit the SEC profile of Clay Kinnard 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
Amherst, MA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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