Overview
Assets Under Management: $1.0 billion
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 205
Average Client Assets: $4 million
Frequently Asked Questions
FINANCIAL PERSPECTIVES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135549), FINANCIAL PERSPECTIVES is subject to fiduciary duty under federal law.
FINANCIAL PERSPECTIVES is headquartered in MINNEAPOLIS, MN.
FINANCIAL PERSPECTIVES serves 205 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL PERSPECTIVES offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL PERSPECTIVES manages $1.0 billion in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, FINANCIAL PERSPECTIVES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.30
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,754
Discretionary Accounts: 1,749
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 135549
Filing ID: 2034127
Last Filing Date: 2025-12-15 18:05:50
Website: 3