Tyler
Brooks
Perigon Wealth Management, LLC
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About this Advisor
Tyler Brooks is a financial advisor based out of San Francisco, California with 2 years of relevant experience. Brooks works at Perigon Wealth Management, LLC. Throughout their career, Brooks has worked at Piatti Restaurant, Postino Restaurant, Michael Mina, Ritz Carlton, David White And Associates, Ameritas Investment Corp, Ameritas Life Insurance Corp, Amcom Data Processing, Lpl Financial, Insight Wealth Strategies, LLC and Perigon Wealth Mangement, LLC. Brooks has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Perigon Wealth Management, LLC is a financial advisory company based in San Francisco, CA. The firm has offices in 35 locations and a total of 98 financial advisors. It manages $5 billion in assets across its 9,185 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 9,185 accounts, 32% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a number 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. Fees for financial advice are based on which services the firm provides the client. Fees billed by Perigon Wealth Management, LLC can be comprised 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
Tyler Brooks Work History
Tyler has been registered as a financial advisor for 2 years.*
Perigon Wealth Mangement, LLC
Insight Wealth Strategies, LLC
Lpl Financial
Ameritas Investment Corp
Amcom Data Processing
Ameritas Life Insurance Corp
David White And Associates
Ritz Carlton
Postino Restaurant
Michael Mina
Piatti Restaurant
*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 Tyler Brooks 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
Irvine, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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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