Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gamaliel? Claim Your ProfileGamaliel Jimenez is an Investment Advisor Representative with Perigon Wealth Management, LLC and has been with the firm since 01/2022. Gamaliel Jimenez is also a Certified Financial Planner. Gamaliel Jimenez is registered with the District of Columbia. Perigon Wealth Management, LLC provides financial planning and portfolio management services to individuals, businesses, corporations, high net worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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DC
08/12/2024 - Present
Perigon Wealth Management, LLC (Washington DC)
Active
Inactive
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