PERSPECTIVE FINANCIAL SERVICES LLC

PERSPECTIVE FINANCIAL SERVICES LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 127704). Regulatory assets under management: $212.7M.

Registration

• CRD: 127704
• SEC file number: 801-67234
• Type: Registered investment adviser
• Location: 1440 E. MISSOURI AVENUE, SUITE C250, PHOENIX, AZ, 85014
• Phone: 602-281-4357
• Latest filing: 2023-03-28
• Regulatory AUM: $212.7M
• Discretionary AUM: $210.3M
• Non-discretionary AUM: $2.3M
• Clients: 7
• Accounts: 815

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 127704 on SEC IAPD (source of record)
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