Robert
Sloan
Perigon Wealth Management, LLC
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About this Advisor
Robert Sloan is a financial advisor operating out of San Francisco, California with 3 years of industry experience. Sloan is an advisor for Perigon Wealth Management, LLC. Their career trajectory has included roles at Sloan Asset Management Ag, Perigon Wealth Management, LLC and Sloan'S Consulting Services. Sloan has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Florida. Perigon Wealth Management, LLC is an advisory firm based in San Francisco, CA. It has offices in 35 locations and a total of 98 financial advisors. It handles $5 billion in total assets among its 9,185 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 9,185 accounts, 32% belong to high-net-worth individuals who have more than $1 million in investable assets. Perigon Wealth Management, LLC has 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 are based on which services are offered. Fees charged by Perigon Wealth Management, LLC may 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
Robert Sloan Work History
Robert has been registered as a financial advisor for 3 years.*
Perigon Wealth Management, LLC
Sloan'S Consulting Services
Sloan Asset Management Ag
*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 Robert Sloan 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
Irvine, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Johns Island, SC
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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