Kingsley Perkins And Company, LLC

Kingsley Perkins And Company, LLC (CRD# 117227) is a financial advisory firm headquartered in Chicago, IL. They manage $23,686,545 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $169,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Kingsley Perkins And Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles K. Perkins
CRD#: 4045231
4170 N. Marine Drive, Apartment 22e, Chicago, IL 60613
96
Wealthminder
score

Charles Perkins (CRD# 4045231) is an Investment Advisor Representative working at Kingsley Perkins And Company, LLC in Chicago, IL and has over 16 years of experience in the finance industry. Charles Perkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Susan E. Thomas
CRD#: 3020822
30 N. Michigan Ave., Suite 1015, Chicago, IL 60602
93
Wealthminder
score

Susan Thomas (CRD# 3020822) is an Investment Advisor Representative working at Kingsley Perkins And Company, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

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