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 an LLC that registered with the SEC in 1998 and is owned by an individual. FINTRX classifies the firm as "Unclassified" and the database records indicate it does not act as a capital allocator, it is not identified as an active ESG investor, and it is not flagged as a multi-state or newly formed adviser. The firm has not provided descriptions of its advisory activities, business lines, fee structure, client base, or industry affiliations in the available profile.
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
Similar firms
Sentinel Brokers Company, Inc.
Broker-DealerJupiter, FL
Egret Securities LLC
Broker-DealerJupiter, FL
Frontcourt Securities LLC
Broker-DealerJupiter, FL
Ascendiant Capital Markets, LLC
Broker-DealerJupiter, FL
Ascendiant Securities, LLC
Broker-DealerJupiter, FL
Peak Brokerage Services, LLC
Broker-DealerJupiter, FL