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| Financial Perspectives Inc
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|---|---|
| CRD # | 135549 |
| SEC # | 801-97343 |
| CIK # | 0002003287 |
| AUM | 1,166.9 M (2026-03-25) |
| Employees | 14 (100% Investors, 79% Brokers) |
| Fees | |
| Minimum | |
| Phone | 763-553-7779 |
| Address | 3300 Fernbrook Ln N Minneapolis, MN 55447-5341 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002003287 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Medtronic Holdings Ltd | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Boston Scientific Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 425 | 114.8 |
| (b) Individuals (high net worth individuals) | 309 | 1,046.1 |
| (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 | 6.0 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,852 | 1,166.9 |
| By Discretionary | ||
| Discretionary | 1,848 | 1,165.6 |
| Non-Discretionary | 4 | 1.3 |
| Total | 1,852 | 1,166.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 35.7 | |
| United States Persons | 1,131.2 | |
| Total | 1,852 | 1,166.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002003287] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Retail |
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|---|---|---|
|
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|
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|
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|
Verus Financial Partners Inc
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|
Cheviot Value Management LLC
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CA | 1,170.4 M |
|
Academy Capital Management
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TX | 1,158.6 M |
|
Jacobs & Company LLC
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CA | 1,155.1 M |
|
ETZ Advisory LLC
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1,144.1 M |