Perkins Fund Marketing, L.L.C.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Jupiter, Florida
CRD number
45642
Registered since
October 29, 1998

Firm profile

FINTRX

Overview

Perkins Fund Marketing, L.L.C. is an individual-owned limited liability company that has been SEC-registered since 1998. The firm is classified as unclassified in the available profile and does not identify itself as a capital allocator. The FINTRX snapshot indicates Perkins Fund Marketing does not report active ESG investing, multi-state advisory activity, pension consulting services, or an affiliation as a related adviser. The public profile provides minimal detail on business or advisory activities, suggesting a limited public footprint and scarce disclosure of client-facing services or investment mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Laurie Stearn

    Laurie Stearn

    Senior Managing DirectorCRD 2009773

  • James Newsome

    James Newsome

    Managing DirectorCRD 2467352

  • Gilman Perkins

    Gilman Perkins

    Founder and Managing PartnerCRD 2710210

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jupiter, FL

Palm Beach

Location

Jupiter, FL

Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1001 N Us Highway 1
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth