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Richard Perlman

EXWORKS CAPITAL, LLC·CHICAGO, Illinois
Unclaimed Profile
333 W. WACKER DRIVE, CHICAGO, IL 60606CRD# 6420747Firm CRD# 173913
01

About

Richard Perlman is a registered financial advisor based in CHICAGO, Illinois, affiliated with EXWORKS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EXWORKS CAPITAL, LLC
EXWORKS CAPITAL, LLC
AUM
$271M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at EXWORKS CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6420747
Firm CRD# 173913
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Perlman offer?
Richard Perlman specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Richard Perlman's credentials?
Richard Perlman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Perlman located?
Richard Perlman is based in CHICAGO, Illinois, working with EXWORKS CAPITAL, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Richard Perlman charge for services?
Richard Perlman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXWORKS CAPITAL, LLC?
EXWORKS CAPITAL, LLC has approximately 13 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
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Research
Advisor Fees in IllinoisNational Fee Analysis
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