AG
CFP
AG
CFP

Arthur Fredric Green

18 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
4,766 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$8.7B

Fee Structure

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Location

201 Mission Street, Suite 1825, San Francisco, CA, 94105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Arthur is an investment committee member for the Los Altos Mountain View Community Foundation since 2019, providing investment policy advice. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Perigon Wealth Management, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Cognizant Wealth Advisors
April 2012 - March 2023 · 10 yrs 11 mos
Pwjohnson Wealth Management
June 2007 - February 2012 · 4 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Arthur Fredric Green - Financial Advisor | TrueAdvisor