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Building 2THE PERSPECTIVE GROUP

Map pinLAWRENCE, KS
Phone(785) 749-1881
NotebookSEC #801-119555
Total AUM
$225.1M
Employees
5
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 MASSACHUSETTS STREET
SUITE 602
LAWRENCE
KS 66044
United States
Operating Hours
8:30 AM - 3 PM (BY APPOINTMENT)
Monday - Friday
Phone
(785) 749-1881

ReceiptFinancials

Total AUM
$225.1M
Accounts
554
Discretionary
$225.1M
Accounts
554
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
190
AUM
$77M
HNW Individual Clients
105
AUM
$145.9M
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$664.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKSMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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