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Michael Patrick Mccann

PERSPECTIVE FINANCIAL SERVICES LLC·PHOENIX, Arizona
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1440 E. MISSOURI AVENUE, PHOENIX, AZ 85014CRD# 2153183Firm CRD# 127704
01

About

Michael Patrick Mccann is a registered financial advisor based in PHOENIX, Arizona, affiliated with PERSPECTIVE FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PERSPECTIVE FINANCIAL SERVICES LLC
PERSPECTIVE FINANCIAL SERVICES LLC
AUM
$213M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PERSPECTIVE FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2153183
Firm CRD# 127704
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Patrick Mccann offer?
Michael Patrick Mccann specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Michael Patrick Mccann's credentials?
Michael Patrick Mccann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Patrick Mccann located?
Michael Patrick Mccann is based in PHOENIX, Arizona, working with PERSPECTIVE FINANCIAL SERVICES LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Michael Patrick Mccann charge for services?
Michael Patrick Mccann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSPECTIVE FINANCIAL SERVICES LLC?
PERSPECTIVE FINANCIAL SERVICES LLC has approximately 7 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
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City Guides
SCOTTSDALE GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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