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NEW PERSPECTIVES, INC.
CRD 113925 · SEC 801-112730
303 HIGHLAND PARK COVE, SUITE B, RIDGELAND, MS, 39157, United States
Phone
601-991-3158
Fax
601-991-3168
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.7M
Discretionary AUM
$308.7M
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 323 | $95.4M |
| High net worth individuals | 91 | $205.8M |
| Charitable organizations | 9 | $7.5M |
States served
AL, CA, CO, LA, MD, MS, NC, TN, FL
All web addresses on file
Official SEC filing: View on IAPD