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Building 2NEW PERSPECTIVES, INC.

Map pinRIDGELAND, MS
Phone601-991-3158
NotebookSEC #801-112730
Total AUM
$308.7M
Employees
8
Clients
423

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 HIGHLAND PARK COVE
SUITE B
RIDGELAND
MS 39157
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
601-991-3158

ReceiptFinancials

Total AUM
$308.7M
Accounts
1,145
Discretionary
$308.7M
Accounts
1,145
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
323
AUM
$95.4M
HNW Individual Clients
91
AUM
$205.8M
Charitable Organization Clients
9
AUM
$7.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMSNCTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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