Sarah
George
Perigon Wealth Management, LLC
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About this Advisor
Sarah George is a financial advisor based in San Francisco, California, working with Perigon Wealth Management, LLC. Sarah has previously held positions at The University Of Arizona, Chipotle Mexican Grill, Inc, Perigon Wealth Management, LLC, and The Boys And Girls Clubs Of Greater Scottsdale. Sarah is registered to provide services in California. Currently, Sarah 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
Sarah George Work History
Perigon Wealth Management, LLC
Perigon Wealth Management, LLC
Perigon Wealth Management, LLC
Chipotle Mexican Grill, Inc
The University Of Arizona
The Boys And Girls Clubs Of Greater Scottsdale
The University Of Arizona
Student
Disclosures
Please visit the SEC profile of Sarah George 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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