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THE PERSPECTIVE GROUP
Tel: (785) 749-1881
900 Massachusetts Street Suite 602
Lawrence, Kansas 66044
THE PERSPECTIVE GROUP
THE PERSPECTIVE GROUP is a Lawrence, Kansas based financial advisory firm with nearly $178,198,197 in assets under management and provides investment advisory services for 528 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
175294
SEC#:
801-119555
No. of Clients:
528
Assets under Management
$178,198,197
No. of Advisors:
5
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