Overview
Assets Under Management: $10.2 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 45
Average Client Assets: $6.2 million
Frequently Asked Questions
PERKINS INVESTMENT MANAGEMENT LLC 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 #126925), PERKINS INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
PERKINS INVESTMENT MANAGEMENT LLC is headquartered in CHICAGO, IL.
PERKINS INVESTMENT MANAGEMENT LLC serves 45 high-net-worth clients according to their SEC filing dated November 02, 2018. View client details ↓
According to their SEC Form ADV, PERKINS INVESTMENT MANAGEMENT LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PERKINS INVESTMENT MANAGEMENT LLC manages $10.2 billion in client assets according to their SEC filing dated November 02, 2018.
According to their SEC Form ADV, PERKINS INVESTMENT MANAGEMENT LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.74%
Average Client Assets: $6.2 million
Total Client Accounts: 126
Discretionary Accounts: 126
Regulatory Filings
CRD Number: 126925
Filing ID: 1249421
Last Filing Date: 2018-11-02 09:48:00