Thomas
Haggerty
Perigon Wealth Management, LLC
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About this Advisor
Thomas Haggerty is a financial advisor operating in San Francisco, California with a total of 1 year of industry experience. Haggerty is an advisor for Perigon Wealth Management, LLC. Over the course of their career, Haggerty has held roles at Park Avenue Securities, Lpl Financial, LLC, Purshe Kaplan Sterling Investment, Private Advisor Group, LLC, Pm Wealth Management, LLC and Perigon Wealth Management, LLC D/B/A Pm Wealth Management. Haggerty has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York and Texas. Perigon Wealth Management, LLC is an advisory business headquartered in San Francisco, CA. It has offices in 35 locations and a total of 98 people on staff. It manages $5 billion in assets under management across its 9,185 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises five charities and foundations. Of its 9,185 accounts, 32% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Perigon Wealth Management, LLC provides a diverse array 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. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees charged by Perigon Wealth Management, LLC can consist of some combination 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
Thomas Haggerty Work History
Thomas has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investment
Perigon Wealth Management, LLC D/B/A Pm Wealth Management
Pm Wealth Management, LLC
Lpl Financial, LLC
Private Advisor Group, LLC
Park Avenue Securities
*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 Thomas Haggerty 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
Pinellas Park, FL
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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