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FIRST PERSPECTIVE CAPITAL LLC
CRD 330353
120 WATERFRONT STREET, SUITE 420 #2301, NATIONAL HARBOR, MD, 20745, United States
Phone
240-965-2784
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$210K
Discretionary AUM
$210K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $210K |
All web addresses on file
Official SEC filing: View on IAPD