Unclaimed Profile

Thomas J Perkins

MONITOR CLIPPER PARTNERS, LLC·BOSTON, Massachusetts

MONITOR CLIPPER PARTNERS, LLC

116 HUNTINGTON AVENUE, 9TH FLOOR, BOSTON, MA 02116CRD# 6468625Firm CRD# 157675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas J Perkins · BOSTON, MA

Registration

CRD #6468625 · MONITOR CLIPPER PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Thomas J Perkins is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MONITOR CLIPPER PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MONITOR CLIPPER PARTNERS, LLC

AUM

$4M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MONITOR CLIPPER PARTNERS, LLC →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SEE SCHEDULE D - MISCELLANEOUS

Regulatory

SEC/IARD CRD# 6468625

Firm CRD# 157675

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas J Perkins offer?

Thomas J Perkins specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Thomas J Perkins's credentials?

Thomas J Perkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas J Perkins located?

Thomas J Perkins is based in BOSTON, Massachusetts, working with MONITOR CLIPPER PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Thomas J Perkins charge for services?

Thomas J Perkins's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONITOR CLIPPER PARTNERS, LLC?

MONITOR CLIPPER PARTNERS, LLC has approximately 10 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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