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THE PERSPECTIVE GROUP, LLC
THE PERSPECTIVE GROUP, LLC
THE PERSPECTIVE GROUP
LAWRENCE, Kansas
·
2 registered advisors
·
CRD# 175294
SEC# 801-119555
0
(785) 749-1881
01
Firm Overview
AUM
$178M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
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 Planning
Investment Management
04
Advisors at THE PERSPECTIVE GROUP, LLC
2 registered advisors
Garrett L Halton
LAWRENCE, Kansas
CRD# 6224158
Stephen Christopher Lane
LAWRENCE, Kansas
CRD# 4826768
05
Office Locations
LAWRENCE, Kansas
2 advisors
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Data sourced from SEC Form ADV filings. THE PERSPECTIVE GROUP, LLC (CRD# 175294) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.