Unclaimed Profile

Daniel Carlson Newhall

PERIGON WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

Series 65Clean record9 years registeredPERIGON WEALTH MANAGEMENT, LLC

201 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 6800229Firm CRD# 131037

Profile Verification

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

Identity

Daniel Carlson Newhall · SAN FRANCISCO, CA

Registration

CRD #6800229 · PERIGON WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PERIGON WEALTH MANAGEMENT, LLC

PERIGON WEALTH MANAGEMENT, LLC

Jan 2020 – Jun 2022

BOZEMAN, MT

PERIGON WEALTH MANAGEMENT, LLC

May 2017 – Dec 2019

BOZEMAN, MT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 26, 2017

Years registered · 9

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 Daniel Carlson Newhall offer?

Daniel Carlson Newhall specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel Carlson Newhall's credentials?

Daniel Carlson Newhall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Carlson Newhall located?

Daniel Carlson Newhall is based in SAN FRANCISCO, California, last registered with PERIGON WEALTH MANAGEMENT, LLC.

How does Daniel Carlson Newhall charge for services?

Daniel Carlson Newhall'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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