Roy
Manriquez
Perigon Wealth Management, LLC
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About this Advisor
Roy Manriquez is a financial advisor based out of San Francisco, California who has 5 years of relevant experience. Manriquez is an advisor for Perigon Wealth Management, LLC. During their career, Manriquez has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, Morgan Stanley Private Bank, National Association and Perigon Wealth Management, LLC. Manriquez maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Perigon Wealth Management, LLC is an advisory business that has its headquarters in San Francisco, CA. It has offices in 35 locations and a total of 98 people on staff. It administers $5 billion in assets under management between its 9,185 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves five charities and foundations. Of its 9,185 client accounts, 32% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a number 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. Financial advisory fees depend on which service is offered. However, fees charged by Perigon Wealth Management, LLC can consist 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
Roy Manriquez Work History
Roy has been registered as a financial advisor for 5 years.*
Perigon Wealth Management, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Roy Manriquez 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
Irvine, CA
San Francisco, CA
San Francisco, 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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