PERKINS CAPITAL MANAGEMENT INC

730 Lake Street East
Wayzata, Minnesota 55391-1769
Tel: 952-473-8367

About PERKINS CAPITAL MANAGEMENT INC

PERKINS CAPITAL MANAGEMENT INC, formally registered with the SEC as PERKINS CAPITAL MANAGEMENT INC. The firm was established in 12/05/1984. They have over 1 offices throughout the country.

PERKINS CAPITAL MANAGEMENT INC is a Wayzata, Minnesota based Financial Planning firm with nearly $130,522,127 assets under management, offering retirement planning & investment advisory services to 151 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105028
SEC#	801-22888
Assets Managed by Firm	$130,522,127
No. of Clients	151
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	151	$130,522,127
Individuals (other than high net worth individuals)	68	$13,011,784
High net worth individuals	73	$95,507,878
Pension and profit sharing plans	Fewer than 5 clients	$4,557,725
Charitable organizations	5	$5,808,083
Corporations or other businesses	Fewer than 5 clients	$3,984,178

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