Joshua
Perkins
Blackridge Asset Management, LLC
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About this Advisor
Joshua Perkins is a financial advisor who works in Fort Worth, Texas, with 3 years of relevant experience. Perkins is an advisor for Blackridge Asset Management, LLC. Over the course of their career, they have held roles at First Retirement Advisors, LLC, First Fidelity Tax & Insurance, Glass Aquatics, Retirement Wealth Advisors, American Retirement Institute and Blackridge Asset Management, LLC. Perkins has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Texas. Blackridge Asset Management, LLC is a company based in Jupiter, FL. The firm has offices in 61 locations and a total of 80 financial advisors. It controls $143 million in assets under management between its 806 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 806 client accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of services. However, fees billed by Blackridge Asset Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackridge Asset Management, LLC Brokerage Details
$142,558,285
80
806
$176,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Joshua Perkins Work History
Joshua has been registered as a financial advisor for 3 years.*
Blackridge Asset Management, LLC
American Retirement Institute
First Fidelity Tax & Insurance
Retirement Wealth Advisors
First Retirement Advisors, LLC
Glass Aquatics
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Perkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blackridge Asset Management, LLC
Jupiter, FL
Jupiter, FL
Beaverton, OR
Greensburg, PA
Norwalk, CT
San Antonio, TX
Jupiter, FL
Edisto Island, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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