Unclaimed Profile

Charles Bernard Pinson-Rose

PERIGON WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

Series 7, Series 63Clean record10 years registeredPERIGON WEALTH MANAGEMENT, LLC

201 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 4452987Firm CRD# 131037

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Bernard Pinson-Rose · SAN FRANCISCO, CA

Registration

CRD #4452987 · PERIGON WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Nov 2015 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · November 17, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERIGON WEALTH MANAGEMENT, LLC

CRD 131037 · SEC 801-62988

AUM

$6.9B

Regulatory assets under management

Employees

137

11,428 client accounts

Services offered by PERIGON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERIGON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Bernard Pinson-Rose offer?

Charles Bernard Pinson-Rose specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Charles Bernard Pinson-Rose's credentials?

Charles Bernard Pinson-Rose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Bernard Pinson-Rose located?

Charles Bernard Pinson-Rose is based in SAN FRANCISCO, California, working with PERIGON WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Charles Bernard Pinson-Rose charge for services?

Charles Bernard Pinson-Rose's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERIGON WEALTH MANAGEMENT, LLC?

PERIGON WEALTH MANAGEMENT, LLC has approximately 137 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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