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Sheetal Bagde News Today : Breaking News, Live Updates & Top Stories | Vimarsana

RIA Roundup: Perigon Wealth Does Deals with Stakeholders, Cognizant

Six firms reported making moves this week, while Mission Wealth intro'd trust services and Taylor Frigon launched new family office.

United statesPalo altoSan franciscoSanta monicaGerry frigonAndrew kulhaGregory wendtRicky smithPaso roblesSanta barbaraTaylor frigonEdward jonesSheetal bagdeRudy adolfAndrew bellakJynni bowyer

Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM

/PRNewswire/ Perigon Wealth Management LLC ("Perigon" or "the firm") a rapidly growing independent wealth management firm with offices across the country.

United statesPalo altoSan francisco baySanta monicaSan franciscoAndrew bellakBingham osborne scarboroughLorene yueGregory wendtDonald cutlerSheetal bagdePrager metisDevelopment allianceWomen achievement networkGoldman sachsHewlett packard co

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