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David J Bauer

Perigon Wealth Management, LLC

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About David J Bauer

David J Bauer is an Investment Advisor Representative at Perigon Wealth Management, LLC, a firm with a strong focus on financial planning and portfolio management for individuals and businesses. David is also a registered Investment Advisor Representative in Connecticut and Texas. David has been in the industry since July 2014, and has extensive experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth individuals. David is committed to providing clients with personalized financial advice that is tailored to their specific needs and goals.

Firm Information

David Bauer 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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David Bauer’s Registration & Firm History

CA

11/30/2023 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 05/05/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David J Bauer.
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