Perkins Fund Marketing, L.L.C.
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 45642
- Registered since
- October 29, 1998
- Website
- www.pfm-llc.com
Firm profile
FINTRXOverview
Perkins Fund Marketing, L.L.C. is a privately held limited liability company that has been SEC-registered since 1998. The firm is owned by an individual and is listed in FINTRX as an unclassified adviser. Available records indicate the firm does not identify as a capital allocator, is not an active ESG investor, and does not advertise multi-state adviser status or pension consulting services. FINTRX does not provide detail about the firm’s specific advisory activities, client types, fee model, or business lines.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Laurie Stearn
Senior Managing DirectorCRD 2009773
James Newsome
Managing DirectorCRD 2467352
Gilman Perkins
Founder and Managing PartnerCRD 2710210
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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