Perspective Asset Management, LLC

Perspective Asset Management, LLC (CRD# 155699) is a financial advisory firm headquartered in , . They manage $1,339,392 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $83,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Perspective Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew C. Durnell
CRD#: 3127482
Fishers, IN
93
Wealthminder
score

Andrew Durnell (CRD# 3127482) is an Investment Advisor Representative working at Perspective Asset Management, LLC in Fishers, IN and has over 18 years of experience in the finance industry.

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