Overview
Assets Under Management: $139 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 59
Average Client Assets: $1.6 million
Frequently Asked Questions
PERKINS CAPITAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105028), PERKINS CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
PERKINS CAPITAL MANAGEMENT INC is headquartered in WAYZATA, MN.
PERKINS CAPITAL MANAGEMENT INC serves 59 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, PERKINS CAPITAL MANAGEMENT INC offers portfolio management for individuals and portfolio management for businesses. View all service details ↓
PERKINS CAPITAL MANAGEMENT INC manages $139 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, PERKINS CAPITAL MANAGEMENT INC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.58%
Average Client Assets: $1.6 million
Total Client Accounts: 148
Discretionary Accounts: 148
Regulatory Filings
CRD Number: 105028
Filing ID: 2070360
Last Filing Date: 2026-03-26 10:40:22