Brad James Bell

Perigon Wealth Management, LLC

1 Year 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

2000 Town Center Drive, Southfield, MI, 48085

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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

March 2024 - Present · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.