|
⚲
|
| The Perspective Group LLC
✚
|
|
|---|---|
| CRD # | 175294 |
| SEC # | 801-119555 |
| CIK # | |
| AUM | $178.2 MM (2024-03-16) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 785-749-1881 |
| Address | 900 Massachusetts Street Lawrence, KS 66044 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 49.9 |
| (b) Individuals (high net worth individuals) | 85 | 95.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 31.5 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 178.2 |
| By Discretionary | ||
| Discretionary | 526 | 162.3 |
| Non-Discretionary | 2 | 15.9 |
| Total | 528 | 178.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.2 | |
| Total | 528 | 178.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mission Financial Group LLC
✚
|
HI | 0.2 |
|
Donald W Nicholson & Associates Ltd
✚
|
DE | 0.2 |
|
Easley Investment Consultants Inc
✚
|
MS | 0.2 |
|
Watters Financial Services LLC
✚
|
NJ | 0.2 |
|
Riverglades Family Offices LLC
✚
|
FL | 0.2 |
|
Barnstone Advisors LLC
✚
|
PA | 0.2 |
|
SPWM Advisors LLC
✚
|
MI | 0.2 |
|
Decatur Capital Management Inc
✚
|
GA | 0.2 |
|
Secrest Blakey & Associates LLC
✚
|
NC | 0.2 |
|
Fairbank Investment Management Limited
✚
|
0.2 |