Perigon snags $425M advisor group
The addition of Prudeo Partners, an asset management and planning practice based in Pennsylvania and South Carolina, brings Perigon's AUM to $6.9B.
San Francisco-based RIA Perigon is celebrating Valentine's Day by unveiling a hefty addition to its independent advisor network.
Perigon Wealth Management has acquired Prudeo Partners, an independent asset management and planning practice with offices in Reading, Pennsylvania, and West Columbia,
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