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Building 2PERSPECTIVE WEALTH ADVISORS

Map pinLOVELAND, CO
Phone970-732-7975
NotebookSEC #801-131075
Total AUM
$158M
Employees
7
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1615 FOXTRAIL DRIVE
SUITE 260
LOVELAND
CO 80538
United States
Operating Hours
7 AM - 5 PM
Monday - Friday
Phone
970-732-7975

ReceiptFinancials

Total AUM
$158M
Accounts
700
Discretionary
$158M
Accounts
700
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$44.3M
HNW Individual Clients
53
AUM
$112.7M
Corporation or Business Clients
1
AUM
$1M

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
AZCACONETX

HandshakeAffiliates

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

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