# PERSPECTIVE FINANCIAL SERVICES LLC

PERSPECTIVE FINANCIAL SERVICES LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 127704
- Type: SEC-registered investment adviser
- SEC file number: 801-67234
- 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)

| Name | Role | Location |
| --- | --- | --- |
| MCCANN MICHAEL PATRICK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127704/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127704/similar
- Related entities: https://search.stillhousedata.com/firm/127704/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127704

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.