Christina Lee Amor

Perigon Wealth Management, LLC

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Perigon Wealth Management, LLC

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

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.

Employment History

Current Registrations

Perigon Wealth Management, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Morgan Stanley

October 2018 - December 2021 · 3 yrs 2 mos

Morgan StanleyBroker

October 2018 - December 2021 · 3 yrs 2 mos

TD Ameritrade, INC.

February 2018 - October 2018 · 8 mos

TD Ameritrade, INC.Broker

February 2018 - October 2018 · 8 mos

TD Ameritrade Investment Management, LLC

February 2018 - October 2018 · 8 mos

Scottrade Investment Management

April 2017 - February 2018 · 10 mos

Scottrade, INC.Broker

March 2017 - February 2018 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.