On December 16, 2021, Perigon Wealth Management, LLC announced it had acquired Baker & Associates.
Under the terms of the transaction, Perigon Wealth Management (“Perigon”) acquired Baker & Associates (“Baker”). Further terms of the deal were not disclosed.
Perigon, based in San Francisco, California, is an independent registered investment advisor firm that helps clients achieve their financial objectives. Perigon oversees over $3 billion in client assets.
Baker, based in Irvine, California, is a financial advisor-owned wealth management firm. Baker oversees over $200 million in client assets.
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