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Perkins Wealth Advantage
Perkins Wealth Advantage is an SEC-registered investment adviser. The firm manages $101 million in assets, $89 million on a discretionary basis.
Perkins Wealth Advantage
Perkins Wealth Advantage is an SEC-registered investment adviser. The firm manages $101 million in assets, $89 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who manages Perkins Wealth Advantage?
The identities of the managing principals are not publicly disclosed. The firm operates with a high degree of privacy.
What is the investment strategy of Perkins Wealth Advantage?
Specific investment strategies are not detailed in public sources. The firm likely focuses on wealth preservation and direct or indirect capital deployment.
Does Perkins Wealth Advantage have a website or LinkedIn presence?
No active website or LinkedIn profile has been identified. The firm maintains a low profile.
Where is Perkins Wealth Advantage based?
The headquarters city and country are not publicly recorded.
How can I contact Perkins Wealth Advantage?
Contact information is not available. The firm does not appear to solicit external inquiries.
Is Perkins Wealth Advantage a single or multi-family office?
The firm is classified as a single-family office, serving the Perkins family based on its name.
What is the AUM of Perkins Wealth Advantage?
AUM is not disclosed. No estimates are possible from public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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