FINANCIAL PERSPECTIVES, INC.
Doing business as FINANCIAL PERSPECTIVES. SEC Form ADV profile.
Total regulatory AUM
$1,166,901,043
Discretionary
$1,165,566,386
Non-discretionary
$1,334,657
Firm details
- CRD number
- 135549
- SEC file number
- 801-97343
- Main office
- MINNEAPOLIS, MN, United States
- Employees
- 14
- SEC status
- Approved
- Website
- HTTP://WWW.FPWEALTH.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.