Perspective Financial Services LLC

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CAFR Data
Perspective Financial Services LLC
CRD #127704
SEC #801-67234
CIK #
AUM $144.4 MM (98% Disc, 100% US)
Employees6 (83% Investors, 0% Brokers)
Phone602-281-4357
Address1440 E Missouri Avenue
Phoenix, AZ 85014
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
15512493623102004200920142020
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
0.1
Integrated Wealth Strategies LLC
TX 0.1
Vital Wealth Management LLC
IL 0.1
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