Perkins, Wolf, Mcdonnell & Co. (Chicago)

Perkins, Wolf, Mcdonnell & Co. is a large advisory firm based in Chicago. It manages $25.4 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and Texas.

Perkins, Wolf, Mcdonnell & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Perkins, Wolf, Mcdonnell &: assets under management

The assets under management (AUM) of Perkins, Wolf, Mcdonnell & Co. is $25.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.12 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Perkins, Wolf, Mcdonnell & Co. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Perkins, Wolf, Mcdonnell & Co.

Gregory Erhard Wolf has been acting as President since 1 Sep 1980. Robert Hunter Perkins joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Hunter Perkins	President / director	1 Sep 1980	25% - 50%	725935
Gregory Erhard Wolf	Treasurer/director/coo/srop/crop	1 Sep 1980	Other	717806
Thomas Abbott Mcdonnell	Shareholder	1 Mar 1983	Other	xxx-xx-xxxx
Thomas Malo Perkins	Shareholder	1 Mar 1983	Other	xxx-xx-xxxx
Norman Theodore Jr Hans	Chief compliance officer/secretary	1 Jan 1996	Other	1799445
Phillip Michael Perkins Trust	Shareholder	1 Sep 2000	Other	36-6888915
Perkins Malo Hunter Foundation	Shareholder	1 Feb 2001	Other	36-4098513
Mac Per Wolf Company	Sole member	1 Jan 2003	75% - 100%	36-3099763
Robert Hunter Perkins	President	1 Apr 2003	Other	725935
Norman Theodore Jr Hans	Chief compliance officer/secretary	1 Apr 2003	Other	1799445
Gregory Erhard Wolf	Treasurer/coo/srop/crop	1 May 2003	Other	717806

Based in Chicago

The principal office where Perkins, Wolf, Mcdonnell & Co. performs its advisory services is located at 310 S. Michigan Ste. 2600, Chicago, IL 60604, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.