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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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