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

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