Willis
Dobbs
Perigon Wealth Management, LLC
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About this Advisor
Willis Dobbs is a chartered financial analyst based in Atlanta, Georgia with a total of 2 years of relevant experience. Dobbs is an advisor for Perigon Wealth Management, LLC. Throughout their career, they have worked at Alston Capital Advisors, LLC, Willis Dobbs & Co, Inc, Lakeview Capital Partners, LLC and Perigon Wealth Management, LLC. Dobbs holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Perigon Wealth Management, LLC is an advisory firm that has its headquarters in San Francisco, CA. The firm has offices in 35 locations and a total of 98 advisors. It manages $5 billion in assets among its 9,185 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 9,185 accounts, 32% are held by high-net-worth individuals who have more than $1 million in assets. The company performs a diverse array 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. Fees for financial advice are based on which service is provided. However, fee types billed by Perigon Wealth Management, LLC most likely are 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
Willis Dobbs Work History
Willis has been registered as a financial advisor for 2 years.*
Perigon Wealth Management, LLC
Lakeview Capital Partners, LLC
Alston Capital Advisors, LLC
Willis Dobbs & 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 Willis Dobbs 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
Johns Island, SC
Palo Alto, 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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