RIA Intel›Advisers›Minnesota›FINANCIAL PERSPECTIVES, INC.

FINANCIAL PERSPECTIVES, INC.

Advisory

N·MINNEAPOLIS, MN

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
0.0%
3-Year CAGR
+1.1%
Employees
14
Assets Under Management
Total AUM$1.2B
Discretionary AUM$1.2B
Non-Discretionary AUM$1M
Discretionary %99.9%
Total Clients690
Team
Total Employees14
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingMay 20, 2015
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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