A complete list of active advisors currently associated with Perkins Capital Management Inc

Warmer can help you find a great advisor at Perkins Capital Management Inc or one who fits your needs even better.

Perkins Capital Management provides discretionary portfolio management primarily to individual and high‑net‑worth households, offering both equity and balanced account strategies. The firm reports about $147.8 million in regulatory assets under management across roughly 128 client accounts. The brochure describes a documented investment process covering methods of analysis, investment strategies, trade allocation and review, and notes that the firm manages accounts on a discretionary basis with side‑by‑side management. It also discloses practices related to brokerage, custody, and participation in wrap fee programs. What is distinctive about Perkins is that it serves investment company clients and provides portfolio management for investment companies, a service that is uncommon for firms of its size. The firm also acts as a wrap fee program sponsor and may permit the use of borrowing in separately managed accounts, which are features not widely reported among its peers.

To learn more about the advisors currently working at Perkins Capital Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Richard Perkins profile photo Richard Perkins
Wayzata, MN
0
Warmer team member

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