Overview
Assets Under Management: $225 million
Headquarters: LAWRENCE, KS
High-Net-Worth Clients: 105
Average Client Assets: $1 million
Frequently Asked Questions
THE PERSPECTIVE GROUP 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 #175294), THE PERSPECTIVE GROUP is subject to fiduciary duty under federal law.
THE PERSPECTIVE GROUP is headquartered in LAWRENCE, KS.
THE PERSPECTIVE GROUP serves 105 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, THE PERSPECTIVE GROUP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
THE PERSPECTIVE GROUP manages $225 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, THE PERSPECTIVE GROUP 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
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.84
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 554
Discretionary Accounts: 554
Regulatory Filings
CRD Number: 175294
Filing ID: 2056531
Last Filing Date: 2026-02-20 16:13:27