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Building 2PERSPECTIVE FINANCIAL SERVICES LLC

Map pinPHOENIX, AZ
Phone602-281-4357
NotebookSEC #801-67234
Total AUM
$212.7M
Employees
7
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1440 E. MISSOURI AVENUE
SUITE C250
PHOENIX
AZ 85014
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
602-281-4357

ReceiptFinancials

Total AUM
$212.7M
Accounts
815
Discretionary
$210.3M
Accounts
804
Non-Discretionary
$2.3M
Accounts
11

ContactClients

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Individual Clients
176
AUM
$44.6M
HNW Individual Clients
82
AUM
$168M

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
AZCACOTXWA

HandshakeAffiliates

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

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