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 organized as a limited liability company and is registered with the SEC since 1998. The firm is classified as a placement agent, operating as an intermediary that markets investment managers to potential investors rather than functioning as a discretionary asset manager. Ownership is indicated as individual rather than institutional or employee-owned. Regulatory and profile flags show Perkins Fund Marketing, L.L.C. does not act as a capital allocator, is not identified as a multi-state adviser, and is not marked as a pension consultant or related adviser. The firm is also not flagged as an active ESG investor.
Investments & Alternatives
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 6Howard Armstrong
CCOCRD 865141

Kevin Cunningham
Registered RepresentativeCRD 1084185

Laurie Stearn
Senior Managing DirectorCRD 2009773
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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