RONALD L PERKINS DBA PERKINS FINANCIAL

RONALD L PERKINS DBA PERKINS FINANCIAL of MADISON, WI is an SEC-registered investment adviser (CRD 304422). Regulatory assets under management: $2.7M.

Registration

• CRD: 304422
• Type: Registered investment adviser
• Location: 2514 HOMESTEAD ROAD, MADISON, WI, 53711
• Phone: 608-235-2575
• Latest filing: 2025-06-20
• Regulatory AUM: $2.7M
• Non-discretionary AUM: $2.7M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 304422 on SEC IAPD (source of record)
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