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 a limited liability company that functions as a placement agent. The firm has been SEC-registered since 1998 and is owned by an individual. Its regulatory profile indicates it does not operate as a capital allocator, which aligns with a placement-agent role focused on introducing or marketing investment managers or products rather than managing client capital directly. Public disclosures for Perkins Fund Marketing are minimal. The snapshot shows blank fields for business activities and advisory activities, and the firm reports it is not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. Those entries suggest a narrow, transaction-oriented business rather than a broad advisory platform, but the firm has not provided further detail about the scope of services it offers or the types of investors it engages.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Howard Armstrong

    CCOCRD 865141

  • Kevin Cunningham

    Kevin Cunningham

    Registered RepresentativeCRD 1084185

  • Laurie Stearn

    Laurie Stearn

    Senior Managing DirectorCRD 2009773

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth