Lindsay
Sturmak
Perigon Wealth Management, LLC
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About this Advisor
Lindsay Sturmak is a financial advisor based in Ridgewood, New Jersey, working with Perigon Wealth Management, LLC. Lindsay has previously held positions at Rlp Wealth Advisors LLC, National Planning Corporation, Rlp Sustainable Strategies, LLC, Perigon Wealth Management, LLC, Imst Distributors, LLC, and Bluesky Investment Management. Lindsay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Lindsay is part of Perigon Wealth Management, LLC, which operates out of Ridgewood, New Jersey. The firm has 40 offices and 133 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Perigon Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Perigon Wealth Management, LLC Brokerage Details
$6,940,945,795
133
11,428
$607,363
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
Lindsay Sturmak Work History
Perigon Wealth Management, LLC
Imst Distributors, LLC
Bluesky Investment Management
Rlp Sustainable Strategies, LLC
National Planning Corporation
Rlp Wealth Advisors LLC
Disclosures
Please visit the SEC profile of Lindsay Sturmak 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
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Scottsdale, AZ
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