Overview
Assets Under Management: $289 million
Headquarters: RIDGELAND, MS
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Frequently Asked Questions
NEW PERSPECTIVES, INC. 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 #113925), NEW PERSPECTIVES, INC. is subject to fiduciary duty under federal law.
NEW PERSPECTIVES, INC. is headquartered in RIDGELAND, MS.
NEW PERSPECTIVES, INC. serves 85 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, NEW PERSPECTIVES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
NEW PERSPECTIVES, INC. manages $289 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, NEW PERSPECTIVES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,091
Discretionary Accounts: 1,091
Regulatory Filings
CRD Number: 113925
Filing ID: 1953123
Last Filing Date: 2025-03-28 10:05:00
Website: https://newper.com