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FINANCIAL PERSPECTIVES
FINANCIAL PERSPECTIVES, INC.
CRD 135549 · SEC 801-97343
3300 FERNBROOK LN N, SUITE 250, MINNEAPOLIS, MN, 55447-5341, United States
Phone
763-553-7779
Fax
763-553-7782
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.17B
Discretionary AUM
$1.17B
Team
14 total employees; 14 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLAN CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 425 | $114.8M |
| High net worth individuals | 309 | $1.05B |
| Charitable organizations | 2 | $6.0M |
| Corporations/business entities | 1 | $2K |
States served
AZ, CA, CO, GA, IL, IA, MA, MI, MN, NJ, NY, OH, TN, WI, MO, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD