The Perspective Group
The Perspective Group (CRD# 175294) is a financial advisory firm headquartered in Lawrence, KS. They manage $178,198,197 in 528 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management178MILLION
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Total Number of Accounts528ACCOUNTS
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Average Account Value$337,497
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, KS, MO, TX
Financial Advisors at The Perspective Group
1
Stephen Lane (CRD# 4826768) is an Investment Advisor Representative working at The Perspective Group in Lawrence, KS and has over 19 years of experience in the finance industry.
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