Be advised. This firm is no longer registered.

Perspective Financial Services LLC

Perspective Financial Services LLC (CRD# 127704) is a financial advisory firm headquartered in Phoenix, AZ. They manage $230,745,340 in 775 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    231
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $297,736
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, TX, WA

Financial Advisors at Perspective Financial Services LLC
No Advisor Found.
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