Richard
Thomas
Perigon Wealth Management, LLC
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About this Advisor
Richard Thomas is a certified financial planner and chartered financial consultant based in San Francisco, California who has 1 year of industry experience. Thomas is an advisor for Perigon Wealth Management, LLC. Over the course of their career, they have held roles at First Allied Securities, First Allied Advisory Services, Inc, Purshe Kaplan Sterling Investments, Inc, Sagepoint Financial, Inc, Perigon Wealth Management, LLC and Greenville Financial Group, LLC. Thomas maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Delaware. Perigon Wealth Management, LLC is a registered investment business that has its headquarters in San Francisco, CA. The firm has offices in 35 locations and a total of 98 employees. It handles $5 billion in assets between its 9,185 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves five charitable organizations. Of its 9,185 client accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Perigon Wealth Management, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually are based on the financial services offered. Fees charged by Perigon Wealth Management, LLC can 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
Richard Thomas Work History
Richard has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments, Inc
Perigon Wealth Management, LLC
Sagepoint Financial, Inc
First Allied Advisory Services, Inc
First Allied Securities
Greenville Financial Group, 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 Richard Thomas 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
San Francisco, CA
Irvine, CA
San Francisco, CA
Johns Island, SC
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.
