Chief Operating Officer · Perkins Capital Management Inc
Daniel S. Perkins
CRD 2250640 · Named on Form ADV at one SEC-registered adviser
At a glance
Perkins Capital Management Inc, an SEC-registered wealth manager based in Wayzata, MN with $148 million in regulatory assets, lists Daniel S. Perkins on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Perkins Capital Management IncChief Operating OfficerWealth manager · Wayzata, MN · $148M in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Richard C. PerkinsPresident/chief Compliance Officer, Perkins Capital Management Inc
- Harry A. LindbergVice President, Perkins Capital Management Inc
- Nancy S. LindbergAVP Operations, Perkins Capital Management Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.