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PERSPECTIVE WEALTH MANAGEMENT

THE JUNK INVESTMENT GROUP, LLC

CRD 104619 · SEC 801-34480

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307 INTERNATIONAL CIRCLE, SUITE 540, HUNT VALLEY, MD, 21030-1439, United States

Phone

410-584-8100

Fax

410-584-8590

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$595.0M

Discretionary AUM

$525.7M

Team

6 total employees; 2 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals46$23.1M
High net worth individuals218$571.9M

States served

DE, MD, NJ, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD