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 recorded as SEC-registered since 1998. The firm is owned by an individual and is listed in the dataset under an unclassified adviser type. The available profile does not present a typical manager profile—there are no clear flags that Perkins Fund Marketing functions as a capital allocator, pension consultant, or related adviser to another registered entity. The dataset indicates the firm is not identified as an active ESG investor and is not flagged as a multistate or newly formed adviser. There is minimal public detail on the firm’s advisory activities, client segments, or product focus in the source material.

Assets & Accounts

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
  • LAURIE STEARN

    Senior Managing DirectorCRD 2009773

  • JAMES NEWSOME

    Managing DirectorCRD 2467352

  • GILMAN PERKINS

    Founder and Managing PartnerCRD 2710210

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

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