THE JUNK INVESTMENT GROUP, LLC
Doing business as PERSPECTIVE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$594,970,561
Discretionary
$525,695,951
Non-discretionary
$69,274,610
Firm details
- CRD number
- 104619
- SEC file number
- 801-34480
- Main office
- HUNT VALLEY, MD, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://perspectivewm.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.