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THE PERSPECTIVE GROUP
THE PERSPECTIVE GROUP, LLC
CRD 175294 · SEC 801-119555
900 MASSACHUSETTS STREET, SUITE 602, LAWRENCE, KS, 66044, United States
Phone
(785) 749-1881
Fax
(785) 749-1100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.1M
Discretionary AUM
$225.1M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $77.0M |
| High net worth individuals | 105 | $145.9M |
| Charitable organizations | 1 | $1.5M |
| Corporations/business entities | 1 | $664K |
States served
CA, KS, MO, TX, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/in/theperspectivegroup/
- HTTP://WWW.THEPERSPECTIVEGROUP.COM
- https://x.com/PerspectiveRIA
- https://www.youtube.com/channel/UCL52TcOYL8xRQAWNgwt-0-g/featured
- https://youtu.be/835C7AlczDU
- https://www.facebook.com/steve.lane.37625
- https://youtu.be/byvDuobWqjg
- HTTPS://WWW.FACEBOOK.COM/THEPERSPECTIVEGROUP/
- https://www.linkedin.com/in/garretthalton/
Official SEC filing: View on IAPD