121 N 9th Street
Suite 204
Boise, Idaho 83702
Tel: 208-429-0960
PERSPECTIVE WEALTH PARTNERS, LLC, formally registered with the SEC as PERSPECTIVE WEALTH PARTNERS, LLC. The firm was established in 02/12/2014. They have over 2 offices throughout the country.
PERSPECTIVE WEALTH PARTNERS, LLC is a Boise, Idaho based Financial Planning firm with nearly $501,239,401 assets under management, offering retirement planning & investment advisory services to 256 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 140330 |
SEC# | 801-79178 |
Assets Managed by Firm | $501,239,401 |
No. of Clients | 256 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 256 | $501,239,401 |
Individuals (other than high net worth individuals) | 125 | $48,645,832 |
High net worth individuals | 121 | $451,067,636 |
Charitable organizations | 10 | $1,525,933 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$5,919,748,883 | 291 | 48 | |
$3,626,745,624 | 72 | 10 | |
$2,031,677,896 | 1428 | 23 | |
$1,678,868,561 | 792 | 5 | |
$1,154,845,039 | 2095 | 17 |
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