Unclaimed Profile

Rafia Khushbakht Hasan

PERIGON WEALTH MANAGEMENT, LLC·SAN FRANCISCO, California

Series 7, Series 66Clean record14 years registeredPERIGON WEALTH MANAGEMENT, LLC

201 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 4671801Firm CRD# 131037

Profile Verification

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

Identity

Rafia Khushbakht Hasan · SAN FRANCISCO, CA

Registration

CRD #4671801 · PERIGON WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Jul 2023 – present

WIPFLI FINANCIAL ADVISORS, LLC

Dec 2014 – Oct 2022

CHICAGO, IL

COGENT ADVISOR LLC

Mar 2014 – Sep 2014

CHICAGO, IL

DIMENSIONAL FUND ADVISORS LP

Oct 2011 – Jul 2012

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 6, 2011

Years registered · 14

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 Rafia Khushbakht Hasan offer?

Rafia Khushbakht Hasan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Rafia Khushbakht Hasan's credentials?

Rafia Khushbakht Hasan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rafia Khushbakht Hasan located?

Rafia Khushbakht Hasan 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 Rafia Khushbakht Hasan charge for services?

Rafia Khushbakht Hasan'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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