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Building 2J. L. PERKINS WEALTH MANAGEMENT, LLC

Map pinMACON, GA
Phone478-254-3550
NotebookSEC #801-136338
Total AUM
$142.2M
Employees
8
Clients
339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 NORTHSIDE CROSSING
MACON
GA 31210
United States
Operating Hours
8:00 AM - 3:00 PM
Monday - Friday
Phone
478-254-3550

ReceiptFinancials

Total AUM
$142.2M
Accounts
691
Discretionary
$142.2M
Accounts
691
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
331
AUM
$121.8M
HNW Individual Clients
8
AUM
$20.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGASCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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