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Perkins Capital Mgt. Inc.

730 East Lake Street
Wayzata, Minnesota 55391
United States
 
Contact :      Lisa R. Schmidt
Phone :       952-473-8367
Fax :             952-473-4702
Email :         info@perkinscap.com
Web :           http://www.perkinscap.com

Perkins Capital Mgt. Inc. Information

Type of organization : C Corporation
Total Assets Managed ($Mil) : $171
Tax-Exempt Managed ($Mil) : $55
Taxable Assets Managed ($Mil) : $116
Year Founded : 1985
Wrap Programs Offered? : No
# of Accounts Managed : 319
In-House Research : 10 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Perkins Capital Mgt. Inc. History

null

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
288
$101
 
Limited Partnership :
7
$15.1
 
Foundations :
6
$2.7
ERISA :
14
$16.7
Unions, Taft-Hartley :
1
$21.2
Public :
Others :
3
$13.8
Total # of Professional : 6 Analysts : 0
Portfolio Managers : 4 Traders : 0
Client Service : 0 Operation : 6

Perkins Capital Mgt. Inc. Personnel

Ms.  Lisa Schmidt

Vice President
Tel : 952-473-8367
Email: info@perkinscap.com

Mr.  Richard C. Perkins

Portfolio Manager
Tel : 952-473-8367
Email: info@perkinscap.com
Mr. Richard C. Perkins, CFA, Executive Vice President and Portfolio Manager of Perkins Capital Management, Inc., has over 25 years experience in the investment business. He graduated from Colby College, Waterville, Maine, in 1975 receiving a BA degree with Distinction in two majors: Administrative Science and Mathematics/Economics. While at Colby College, he was awarded the Ernest L. Parsons Prize in Administrative Science and the James J. Harris Prize in Administrative Science. He was elected a Senior Scholar in Econometrics by the Economics Department. He began his business career with General Mills, Inc., as a Grain Merchandiser. He was an Investment Executive with Piper, Jaffray & Hopwood, Incorporated, Minneapolis, Minnesota for twelve years, where he specialized in equity securities. Involved in the community, Mr. Perkins served as President of the Board of Directors, YMCA Camp Olson, Rochester, Minnesota from 1983-1986.

Perkins Capital Mgt. Inc. Product Name

Equity:Privately Managed Accounts
Report Created: September,28 2020.  Copyright Money Manager Review , All rights Reserved.
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