PERSPECTIVE FINANCIAL SERVICES LLC

PHOENIX, Arizona·1 registered advisor·CRD# 127704
SEC# 801-672340602-281-4357
01

Firm Overview

AUM
$213M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PERSPECTIVE FINANCIAL SERVICES LLC

1 registered advisor
Michael Patrick Mccann
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. PERSPECTIVE FINANCIAL SERVICES LLC (CRD# 127704) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.