Stephen
Sparolini
Perigon Wealth Management, LLC
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About this Advisor
Stephen Sparolini is a financial advisor based out of San Francisco, California, with a total of 1 year of industry experience. Sparolini is an advisor for Perigon Wealth Management, LLC. The advisor has gained experience at Perigon Wealth Management, LLC and Fisher Investments. Sparolini maintains a Series 65 license, certifying them as an investment advisor representative, and can 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 financial advisors. It administers $5 billion in assets under management among its 9,185 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 9,185 client accounts, 32% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company offers 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. A financial advisor's fees vary depending on which services are provided. However, fee types charged by Perigon Wealth Management, LLC likely 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
Stephen Sparolini Work History
Stephen has been registered as a financial advisor for 1 years.*
Perigon Wealth Management, LLC
Fisher Investments
*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 Stephen Sparolini 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
Irvine, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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