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Branden Randall

Perigon Wealth Management, LLC

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About Branden Randall

Branden Randall is a financial advisor associated with Perigon Wealth Management, LLC, based in Irvine, CA. Branden has been in the financial industry since 2015. Branden holds a Certified Financial Planner designation and is licensed to sell insurance. Branden's previous experience includes positions with Fidelity Investments, Shah & Associates - Ameriprise Platinum Financial Services and other financial institutions. The advisor specializes in providing financial planning, investment advice, and portfolio management services to individuals, corporations, businesses, and other entities.

Firm Information

Branden Randall is currently registered with Perigon Wealth Management, LLC. Perigon Wealth Management, LLC is a wealth management firm based in San Francisco, CA. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $6.9 billion in assets and has a team of over 100 professionals.
Perigon Wealth Management, LLC

201 MISSION STREET

SAN FRANCISCO, CA 94105

$6.94B

Assets Under Management

9

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Branden Randall’s Registration & Firm History

CA

10/14/2024 - Present

Perigon Wealth Management, LLC (Irvine CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Branden Randall.
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