Steven
Bernknopf
Perigon Wealth Management, LLC
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About this Advisor
Steven Bernknopf is a certified financial planner operating out of San Francisco, California with 1 year of relevant experience. Bernknopf is on the advisory team at Perigon Wealth Management, LLC. Over the course of their career, Bernknopf has held roles at Herman Bernknopf & Company, Saxony Securities, Inc, Lpl Financial, LLC, Private Advisor Group, LLC, Pm Wealth Management, LLC, Perigon Wealth Management, LLC D/B/A Pm Wealth Management and Prager Metis Cpas, LLC. Bernknopf holds a Series 63 license, certifying them as a securities representative, and is approved to operate in New Jersey. Perigon Wealth Management, LLC is a firm that has its headquarters in San Francisco, CA. The company has offices in 35 locations and a total of 98 financial advisors. It oversees $5 billion in assets between its 9,185 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 9,185 accounts, 32% belong to high-net-worth investors who have greater than $1 million in assets. Perigon Wealth Management, LLC provides a broad set 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 management fees largely are based on which services the firm provides the client. Fee types charged by Perigon Wealth Management, LLC can 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
Steven Bernknopf Work History
Steven has been registered as a financial advisor for 1 years.*
Perigon Wealth Management, LLC D/B/A Pm Wealth Management
Prager Metis Cpas, LLC
Lpl Financial, LLC
Private Advisor Group, LLC
Pm Wealth Management, LLC
Saxony Securities, Inc
Herman Bernknopf & Company
*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 Steven Bernknopf 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
Johns Island, SC
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.
