NEW PERSPECTIVES, INC.
CRD #113925 SEC #801-112730 RIDGELAND, MS 601-991-3158
SEC Registered
Total AUM
$288.6M
Discretionary
$288.6M
Employees
5
Clients
251
Accounts
1,091
Firm Details
- Organization Type
- Corporation
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | E | Control |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | E | |
| TAFF, JOSHUA, RYDER | I | MANAGING DIRECTOR | E | |
| TAFF, JOSHUA, RYDER | I | MANAGING DIRECTOR | E | |
| TAFF, JOSHUA, RYDER | I | MANAGING DIRECTOR | E | |
| TAFF, JOSHUA, RYDER | I | MANAGING DIRECTOR | E | |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | D | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | D | Control |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | D | |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | C | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | C | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | C | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | C | Control |
| ANDERSON, NANCY, LOTTRIDGE | I | PRESIDENT - CHIEF COMPLIANCE OFFICER | C | Control |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | C | |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | C | |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | C | |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | C | |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | B | |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | B | |
| TAFF, JOSHUA, RYDER | I | SHAREHOLDER | B |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (9)
AL CA FL LA MD MS NC TN TX
Address
303 HIGHLAND PARK COVESUITE B
RIDGELAND, MS 39157
United States
Phone: 601-991-3158