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FINANCIAL PERSPECTIVES
3300 Fernbrook Ln N
Suite 250
Minneapolis, Minnesota 55447-5341
Tel: 763-553-7779
About FINANCIAL PERSPECTIVES
FINANCIAL PERSPECTIVES, formally registered with the SEC as FINANCIAL PERSPECTIVES. The firm was established in 06/02/2015. They have over 4 offices throughout the country.
FINANCIAL PERSPECTIVES is a Minneapolis, Minnesota based Financial Planning firm with nearly $864,619,491 assets under management, offering retirement planning & investment advisory services to 1672 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135549 |
| SEC# | 801-97343 |
| Assets Managed by Firm | $864,619,491 |
| No. of Clients | 1672 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (RETIREMENT PLAN CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1672 | $864,619,491 |
| Individuals (other than high net worth individuals) | 453 | $123,775,923 |
| High net worth individuals | 206 | $735,618,929 |
| Charitable organizations | Fewer than 5 clients | $5,224,639 |
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