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THE PERSPECTIVE GROUP
900 Massachusetts Street
Suite 602
Lawrence, Kansas 66044
Tel: (785) 749-1881
About THE PERSPECTIVE GROUP
THE PERSPECTIVE GROUP, formally registered with the SEC as THE PERSPECTIVE GROUP. The firm was established in 10/06/2020. They have over 1 offices throughout the country.
THE PERSPECTIVE GROUP is a Lawrence, Kansas based Financial Planning firm with nearly $178,198,197 assets under management, offering retirement planning & investment advisory services to 528 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175294 |
| SEC# | 801-119555 |
| Assets Managed by Firm | $178,198,197 |
| No. of Clients | 528 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 528 | $178,198,197 |
| Individuals (other than high net worth individuals) | 208 | $49,949,171 |
| High net worth individuals | 85 | $95,160,773 |
| Pension and profit sharing plans | 1 | $31,537,578 |
| Charitable organizations | 1 | $1,058,372 |
| Corporations or other businesses | 1 | $492,303 |
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|---|---|---|---|
| $217,399,324,981 | 269686 | 1428 | |
| $107,102,338,153 | 57121 | 550 | |
| $81,106,925,484 | 132567 | 1498 | |
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