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THE PERSPECTIVE GROUP, LLC

Doing business as THE PERSPECTIVE GROUP. SEC Form ADV profile.

Total regulatory AUM
$225,078,095
Discretionary
$225,078,095
Non-discretionary
$0

Firm details

CRD number
175294
SEC file number
801-119555
Main office
LAWRENCE, KS, United States
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.