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Philip Allen Hart

Perigon Wealth Management, LLC

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About Philip Allen Hart

Philip Hart is a registered investment advisor representative with Perigon Wealth Management, LLC. Philip Hart has been with the firm since April 2004. Philip Hart has been in the industry since November 1985. Philip Hart has a Series 63, Series 65, Series 3 and Series 7 licenses. Perigon Wealth Management, LLC is an investment advisory firm headquartered in San Francisco, California. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. They have a total of 11428 client accounts with assets under management of $6,940,945,795.

Firm Information

Philip Hart 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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Philip Hart’s Registration & Firm History

CA

03/11/2016 - Present

Perigon Wealth Management, LLC (SAN FRANCISCO CA)

NA

11/05/1985 - 07/25/1988

BEAR, STEARNS & CO. INC.

NA

01/25/1984 - 04/13/1984

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

IA

Issued 03/11/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/1986

Series 3 - National Commodity Futures Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Allen Hart.
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