Key facts
- FINANCIAL PERSPECTIVES is a other based in MINNEAPOLIS, MN.
- FINANCIAL PERSPECTIVES reports $35.7M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 135549- Regulatory AUM
- $35.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 14
- Registered office
- MINNEAPOLIS, MN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FINANCIAL PERSPECTIVES, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for FINANCIAL PERSPECTIVES are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FINANCIAL PERSPECTIVES's AUM?
- FINANCIAL PERSPECTIVES manages approximately $35.7M in assets.