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PERSPECTIVE ADVISORS, LLC
PERSPECTIVE MANAGEMENT COMPANY, LLC
CRD 301811
612 SE FRANK PHILLIPS BLVD, BARTLESVILLE, OK, 74006, United States
Phone
(918) 214-8858
Fax
918-214-8870
Registration
— (—)
Source
State registered
Total AUM
$34.0M
Discretionary AUM
$34.0M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166 | $20.4M |
| High net worth individuals | 6 | $12.0M |
| Pooled investment vehicles | 1 | $1.2M |
| Pension/profit sharing plans | 6 | $292K |
| Corporations/business entities | 3 | $194K |
All web addresses on file
Official SEC filing: View on IAPD