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Perigon Snags $1.3B ESG-Focused RIA
Yahoo Financeยท 2025-10-01 17:27
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Perigon Wealth Management, a $9.3 billion San Francisco-based registered investment advisor, has acquired Gitterman Wealth Management and Gitterman Asset Management, Edison, N.J.-based sister firms managing $1.3 billion in client assets. Merchant has been a minority investor in Gitterman since 2019. Diffractive Managers Group, the asset management platform of 1251 Capital Group, took a minority ...