Perkins Capital Management Inc

RIASEC Registered

Total AUM

$148M

Discretionary

$148M

100% of AUM

Avg account

$1.1M

Accounts

138

Employees

Advisory reps

Firm details

Headquarters: Wayzata, Minnesota
CRD number: 105028
Registered since: December 5, 1984
Website: www.perkinscapital.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM
Client types: HNWI71.61%
Individuals12.93%
Charitable Organizations6.04%
Corporations / Businesses4.9%
Pension & Profit Sharing Plans4.52%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Perkins Capital Management Inc. is an SEC-registered investment adviser (registered in 1984) that provides portfolio management primarily to individual and family clients along with a subset of institutional relationships. The firm operates as a corporation with individual ownership and charges clients on a percentage-of-AUM fee basis. Its stated advisory activity centers on portfolio management for individuals and small businesses. Perkins reports a preference for equity investments and does not identify as an active ESG investor.