Perspective Financial Services LLC


Assets, Funds, Holdings

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Perspective Financial Services LLC
CRD #127704
SEC #801-67234
AUM $144.4 MM (98% Disc, 100% US)
Employees6 (83% Investors, 0% Brokers)
Address1440 E Missouri Avenue
Phoenix, AZ 85014
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Carter Terry & Company Inc
GA 0.1
Solano Wealth Management Inc
CA 0.1
Schaeffer Financial LLC
MD 0.1
National Wealth Management Group LLC
OH 0.1
FSB Premier Wealth Management Inc
IA 0.1
Cravens & Company Advisors LLC
TN 0.1
South Bay Financial Partners Group Inc
CA 0.1
Daishin Investment Trust Management Co Ltd
Integrated Wealth Strategies LLC
TX 0.1
Vital Wealth Management LLC
IL 0.1
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