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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Perspectives Inc
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| CRD # | 135549 |
| SEC # | 801-97343 |
| CIK # | 0002003287 |
| AUM | $1.0 B (2025-05-02) |
| Employees | 14 (100% Investors, 79% Brokers) |
| Phone | 763-553-7779 |
| Address | 3300 Fernbrook Ln N Minneapolis, MN 55447-5341 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Medtronic Holdings Ltd | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Boston Scientific Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| MercadoLibre Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 483 | 171.5 |
| (b) Individuals (high net worth individuals) | 205 | 823.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,754 | 1,000.3 |
| By Discretionary | ||
| Discretionary | 1,749 | 998.9 |
| Non-Discretionary | 5 | 1.3 |
| Total | 1,754 | 1,000.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 29.4 | |
| United States Persons | 970.9 | |
| Total | 1,754 | 1,000.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002003287] |
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|---|---|---|
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Banyan Tree Asset Management LLC
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CA | 1.0 |
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Cohen Capital Management Inc
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CA | 1.0 |
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Verus Financial Partners Inc
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VA | 1.0 |
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Barton Investment Management LLC
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PA | 1.0 |
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Smith Brothers Financial LLC
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CT | 1.0 |
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McGowan Group Asset Management Inc
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TX | 1.0 |
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Enclave Advisors LLC
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TX | 1.0 |
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GR Financial Group LLC
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|
AZ | 1.0 |
|
Schaefer Financial Management Inc
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|
CO | 1.0 |
|
The Gleason Group Inc
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|
KY | 1.0 |