Scott
Yi

Perigon Wealth Management, LLC

CRD#4983680
Investment Advisor
in San Francisco, CA

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About this Advisor

Scott Yi is a chartered financial analyst who works in San Francisco, California with 6 years of industry experience. Yi works at Perigon Wealth Management, LLC. Throughout their career, they have worked at Stifel Nicolaus & Co Inc and Perigon Wealth Management, LLC. Yi holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Perigon Wealth Management, LLC is a firm operating out of San Francisco, CA. It has offices in 35 locations and a total of 98 people on staff. It administers $5 billion in total assets across its 9,185 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 9,185 customer accounts, 32% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Perigon Wealth Management, LLC performs a number 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 advisory fees typically depend on the type of financial services provided. Fee types billed by Perigon Wealth Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

201 Mission Street Suite 1825
San Francisco, CA 94105

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Perigon Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,830,369,323

CA Average: $7,578,581,321
Total Number of Employees

98

CA Average: 43
Total Number of Accounts

9,185

CA Average: 3,727
Average Account Size

$525,898

CA Average: $2,033,427

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

Scott Yi Work History

Scott has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Perigon Wealth Management, LLC

2012 - 2017 (5 years)

Stifel Nicolaus & Co 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 Scott Yi 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

Nigel Pierce
Irvine, CA
Matthew Torkelson
San Francisco, CA
Arthur Ambarik
San Francisco, CA
Clay Kinnard
San Francisco, CA
Daniel Mcauliffe
San Francisco, CA
Tyler Brooks
San Francisco, CA
Marisa Joelson
San Francisco, CA
Christina Amor
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.

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