1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PERKINS CAPITAL MANAGEMENT INC

Map pinWAYZATA, MN
Phone952-473-8367
NotebookSEC #801-22888
Total AUM
$139M
Employees
9
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
730 LAKE STREET EAST
WAYZATA
MN 55391-1769
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
952-473-8367

ReceiptFinancials

Total AUM
$139M
Accounts
148
Discretionary
$139M
Accounts
148
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
78
AUM
$16.1M
HNW Individual Clients
59
AUM
$96.7M
Investment Company Clients
1
AUM
$6.9M
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M
Charitable Organization Clients
5
AUM
$7.9M
Corporation or Business Clients
1
AUM
$5.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLIAILMNNYSCTXVTWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account