Steven
Topal
Perigon Wealth Management, LLC
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About this Advisor
Steven Topal is a financial advisor based in New York, New York, working with Perigon Wealth Management, LLC. Steven has previously held positions at Prager Metis Cpas, LLC, Pm Wealth Management, LLC, and Perigon Wealth Management, LLC. Steven has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Steven is part of Perigon Wealth Management, LLC, which operates out of New York, New York. 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
Steven Topal Work History
Perigon Wealth Management, LLC
Prager Metis Cpas, LLC
Pm Wealth Management, LLC
Disclosures
Please visit the SEC profile of Steven Topal 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
Amherst, MA
San Francisco, CA
San Francisco, CA
Scottsdale, AZ
San Francisco, CA
San Francisco, CA
San Francisco, CA
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