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Home > Retirement Planners > mississippi > ridgeland > NEW PERSPECTIVES, INC.
NEW PERSPECTIVES, INC.
303 Highland Park Cove
Suite B
Ridgeland, Mississippi 39157
Tel: 601-991-3158
About NEW PERSPECTIVES, INC.
NEW PERSPECTIVES, INC, formally registered with the SEC as NEW PERSPECTIVES, INC. The firm was established in 03/30/2018. They have over 1 offices throughout the country.
NEW PERSPECTIVES, INC. is a Ridgeland, Mississippi based Financial Planning firm with nearly $239,761,389 assets under management, offering retirement planning & investment advisory services to 1021 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113925 |
| SEC# | 801-112730 |
| Assets Managed by Firm | $239,761,389 |
| No. of Clients | 1021 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1021 | $239,761,389 |
| Individuals (other than high net worth individuals) | 380 | $97,366,392 |
| High net worth individuals | 69 | $139,425,800 |
| Charitable organizations | 6 | $2,969,197 |
More Retirement Planning firms in Ridgeland, Mississippi:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,233,687,387 | 696 | 16 | |
| $1,865,178,576 | 348 | 18 | |
| $1,341,890,722 | 6 | 110 | |
| $1,148,400,486 | 3008 | 18 | |
| $1,087,865,356 | 2816 | 15 |
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