BBB Accredited Business Profile

Perigon Partners, LLC

Perigon Partners, LLC

(808) 540-0900

Perigon Partners, LLC

14 years in business
900 Fort St. Mall #970
Honolulu, HI 96813
Fax Numbers
  • (808) 540-0901
  • (415) 430-4160
Additional Phone Numbers
  • (415) 430-4140
  • (877) 225-0133
BBB File Opened: 05/02/2006
Business Started: 04/01/2002
Business Started Locally: 04/01/2002
Business Incorporated: 04/08/2004 in DE
Type of Entity
Limited Liability Corporation
Business Management
  • Ms. Kanoe Cazimero, HI Office Mgr
  • Mr. T. Kimo Blaisdell, Private Wealth Advisor
  • Mr. Joseph H. Caballero, Managing Director
  • Ms. Jennifer P. Harding, VP, Wealth Advisor
  • Mr. Philip A. Hart, President
  • Mr. Michal Skowronski, Advisor, CFP
  • Mr. Brian L. Stone, SF Office Mgr

Contact Information
  • Principal: Ms. Kanoe Cazimero, HI Office Mgr
  • Customer Service: Mr. Brian L. Stone, SF Office Mgr
Business Category
  • Investment Advisory Service
  • Financial Planning Consultants

Alternate Business Names
  • Perigon Wealth Management, LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

A+

Overview

Our goal is to offer clients straightforward answers and uncomplicated solutions that lead to smarter, more informed decisions. We believe in empowering clients. We believe clients derive value, and are simply happier, when they can get what they want, when they want it.
The key to delivering on this vision is correctly aligning the resources, both smart people and relevant technologies, to what clients value - much as if we were our client's private family office.
It's our vision to reshape the investment and wealth advisory experience, making it truly centered on each client's specific objectives; aligning our people, processes and some amazing technology toward this goal.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Perigon Partners, LLC

Perigon Partners, LLC

BBB ACCREDITED SINCE 08/10/2007

Customer Review Rating:

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Composite Score:

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