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Perkins, Wolf, Mcdonnell And Company, LLC (Chicago)


Perkins, Wolf, Mcdonnell And Company, LLC is a large advisory firm based in Chicago. It manages $10.06 billion of regulatory assets for 2,147 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 39 other states.

Perkins, Wolf, Mcdonnell And Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It prepares financial plans for approximately 2,147 clients. On top of advisory services, the firm doesn't engage in other business activities.

Perkins, Wolf, Mcdonnell And Company: assets under management

The assets under management (AUM) of Perkins, Wolf, Mcdonnell And Company, LLC is $10.06 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.06 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Perkins, Wolf, Mcdonnell And Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robert Hunter Perkins Shareholder 1 Sep 1980 25% - 50% 725935
Janus Capital Group Inc. Member 1 Jan 2003 75% - 100% 84-0765359
Mac Per Wolf Shareholder 1 Dec 2008 75% - 100% 36-3099763

Based in Chicago

The principal office where Perkins, Wolf, Mcdonnell And Company, LLC performs its advisory services is located at 311 S. Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 312-922-0355 or by fax 312-922-0418. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday.


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