Overview
Assets Under Management: $151 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 41
Average Client Assets: $2.3 million
Frequently Asked Questions
PERSPECTIVE FINANCIAL SERVICES LLC 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 #127704), PERSPECTIVE FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
PERSPECTIVE FINANCIAL SERVICES LLC is headquartered in PHOENIX, AZ.
PERSPECTIVE FINANCIAL SERVICES LLC serves 41 high-net-worth clients according to their SEC filing dated October 31, 2018. View client details ↓
According to their SEC Form ADV, PERSPECTIVE FINANCIAL SERVICES LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PERSPECTIVE FINANCIAL SERVICES LLC manages $151 million in client assets according to their SEC filing dated October 31, 2018.
According to their SEC Form ADV, PERSPECTIVE FINANCIAL SERVICES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.56%
Average Client Assets: $2.3 million
Total Client Accounts: 684
Discretionary Accounts: 676
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 127704
Filing ID: 1248915
Last Filing Date: 2018-10-31 10:29:00