PERSPECTIVE FINANCIAL SERVICES LLC
CRD #127704 SEC #801-67234 PHOENIX, AZ 602-281-4357
SEC Registered
Total AUM
$212.7M
Discretionary
$210.3M
Employees
7
Clients
51
Accounts
815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $212.7M | $210.3M | $2.3M | 7 | 23 |
| Mar 2022 | $230.7M | $229M | $1.7M | 7 | 24 |
| Mar 2021 | $190.9M | $189.4M | $1.5M | 6 | 30 |
| Aug 2020 | $170.9M | $167.5M | $3.4M | 6 | 15 |
| Aug 2020 | $170.9M | $167.5M | $3.4M | 6 | 15 |
| May 2020 | $170.9M | $167.5M | $3.4M | 6 | 15 |
| Mar 2020 | $170.9M | $167.5M | $3.4M | 6 | 15 |
| Nov 2019 | $144.4M | $141.5M | $2.9M | 6 | 23 |
| Mar 2019 | $144.4M | $141.5M | $2.9M | 6 | 23 |
| Feb 2019 | $144.4M | $142.7M | $1.7M | 6 | 23 |
| Jan 2019 | $150.9M | $149.5M | $1.4M | 6 | 16 |
| Jan 2019 | $150.9M | $149.5M | $1.4M | 6 | 16 |
| Oct 2018 | $150.9M | $149.5M | $1.4M | 7 | 16 |
| Oct 2018 | $150.9M | $149.5M | $1.4M | 7 | 16 |
| Mar 2018 | $150.9M | $149.5M | $1.4M | 7 | 16 |
| Jul 2017 | $137.1M | $133.3M | $3.8M | 6 | 236 |
| Jul 2017 | $137.1M | $133.3M | $3.8M | 6 | 236 |
| Jan 2017 | $137.1M | $133.3M | $3.8M | 6 | 236 |
| Jan 2017 | $137.1M | $133.3M | $3.8M | 6 | 236 |
| Jan 2017 | $127.7M | $126.5M | $1.2M | 6 | 200 |
| Dec 2016 | $127.7M | $126.5M | $1.2M | 6 | 200 |
| Apr 2016 | $127.7M | $126.5M | $1.2M | 7 | 200 |
| Mar 2016 | $127.7M | $126.5M | $1.2M | 7 | 200 |
| Feb 2016 | $127.7M | $126.5M | $1.2M | 7 | 200 |
| Jan 2015 | $126.1M | $124.1M | $2M | 7 | 200 |
| Sep 2014 | $120.2M | $118.4M | $1.9M | 7 | 213 |
| Jan 2014 | $120.2M | $118.4M | $1.9M | 7 | 213 |
| Feb 2013 | $104.3M | $102.7M | $1.6M | 7 | 217 |
| Oct 2012 | $92.9M | $91.3M | $1.6M | 6 | 250 |
| Aug 2012 | $92.9M | $91.3M | $1.6M | 6 | 250 |
| Mar 2012 | $92.9M | $91.3M | $1.6M | 6 | 250 |
| Jul 2011 | $94.2M | $92.6M | $1.6M | 10 | -- |
| Mar 2011 | $94.2M | $92.6M | $1.6M | 10 | -- |
| Jul 2010 | $83.9M | $82.6M | $1.4M | 10 | -- |
| Feb 2009 | $70.3M | $69.2M | $1.1M | 10 | -- |
| Jan 2008 | $86.2M | $82.5M | $3.7M | 10 | -- |
| Oct 2007 | $55.8M | $52.9M | $3M | 10 | -- |
| Jan 2007 | $55.8M | $52.9M | $3M | 5 | -- |
| Jan 2007 | $55.8M | $52.9M | $3M | 5 | -- |
DateMar 2023
Total AUM$212.7M
Discretionary$210.3M
Non-Disc.$2.3M
Employees7
Clients23
DateMar 2022
Total AUM$230.7M
Discretionary$229M
Non-Disc.$1.7M
Employees7
Clients24
DateMar 2021
Total AUM$190.9M
Discretionary$189.4M
Non-Disc.$1.5M
Employees6
Clients30
DateAug 2020
Total AUM$170.9M
Discretionary$167.5M
Non-Disc.$3.4M
Employees6
Clients15
DateAug 2020
Total AUM$170.9M
Discretionary$167.5M
Non-Disc.$3.4M
Employees6
Clients15
DateMay 2020
Total AUM$170.9M
Discretionary$167.5M
Non-Disc.$3.4M
Employees6
Clients15
DateMar 2020
Total AUM$170.9M
Discretionary$167.5M
Non-Disc.$3.4M
Employees6
Clients15
DateNov 2019
Total AUM$144.4M
Discretionary$141.5M
Non-Disc.$2.9M
Employees6
Clients23
DateMar 2019
Total AUM$144.4M
Discretionary$141.5M
Non-Disc.$2.9M
Employees6
Clients23
DateFeb 2019
Total AUM$144.4M
Discretionary$142.7M
Non-Disc.$1.7M
Employees6
Clients23
DateJan 2019
Total AUM$150.9M
Discretionary$149.5M
Non-Disc.$1.4M
Employees6
Clients16
DateJan 2019
Total AUM$150.9M
Discretionary$149.5M
Non-Disc.$1.4M
Employees6
Clients16
DateOct 2018
Total AUM$150.9M
Discretionary$149.5M
Non-Disc.$1.4M
Employees7
Clients16
DateOct 2018
Total AUM$150.9M
Discretionary$149.5M
Non-Disc.$1.4M
Employees7
Clients16
DateMar 2018
Total AUM$150.9M
Discretionary$149.5M
Non-Disc.$1.4M
Employees7
Clients16
DateJul 2017
Total AUM$137.1M
Discretionary$133.3M
Non-Disc.$3.8M
Employees6
Clients236
DateJul 2017
Total AUM$137.1M
Discretionary$133.3M
Non-Disc.$3.8M
Employees6
Clients236
DateJan 2017
Total AUM$137.1M
Discretionary$133.3M
Non-Disc.$3.8M
Employees6
Clients236
DateJan 2017
Total AUM$137.1M
Discretionary$133.3M
Non-Disc.$3.8M
Employees6
Clients236
DateJan 2017
Total AUM$127.7M
Discretionary$126.5M
Non-Disc.$1.2M
Employees6
Clients200
DateDec 2016
Total AUM$127.7M
Discretionary$126.5M
Non-Disc.$1.2M
Employees6
Clients200
DateApr 2016
Total AUM$127.7M
Discretionary$126.5M
Non-Disc.$1.2M
Employees7
Clients200
DateMar 2016
Total AUM$127.7M
Discretionary$126.5M
Non-Disc.$1.2M
Employees7
Clients200
DateFeb 2016
Total AUM$127.7M
Discretionary$126.5M
Non-Disc.$1.2M
Employees7
Clients200
DateJan 2015
Total AUM$126.1M
Discretionary$124.1M
Non-Disc.$2M
Employees7
Clients200
DateSep 2014
Total AUM$120.2M
Discretionary$118.4M
Non-Disc.$1.9M
Employees7
Clients213
DateJan 2014
Total AUM$120.2M
Discretionary$118.4M
Non-Disc.$1.9M
Employees7
Clients213
DateFeb 2013
Total AUM$104.3M
Discretionary$102.7M
Non-Disc.$1.6M
Employees7
Clients217
DateOct 2012
Total AUM$92.9M
Discretionary$91.3M
Non-Disc.$1.6M
Employees6
Clients250
DateAug 2012
Total AUM$92.9M
Discretionary$91.3M
Non-Disc.$1.6M
Employees6
Clients250
DateMar 2012
Total AUM$92.9M
Discretionary$91.3M
Non-Disc.$1.6M
Employees6
Clients250
DateJul 2011
Total AUM$94.2M
Discretionary$92.6M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2011
Total AUM$94.2M
Discretionary$92.6M
Non-Disc.$1.6M
Employees10
Clients--
DateJul 2010
Total AUM$83.9M
Discretionary$82.6M
Non-Disc.$1.4M
Employees10
Clients--
DateFeb 2009
Total AUM$70.3M
Discretionary$69.2M
Non-Disc.$1.1M
Employees10
Clients--
DateJan 2008
Total AUM$86.2M
Discretionary$82.5M
Non-Disc.$3.7M
Employees10
Clients--
DateOct 2007
Total AUM$55.8M
Discretionary$52.9M
Non-Disc.$3M
Employees10
Clients--
DateJan 2007
Total AUM$55.8M
Discretionary$52.9M
Non-Disc.$3M
Employees5
Clients--
DateJan 2007
Total AUM$55.8M
Discretionary$52.9M
Non-Disc.$3M
Employees5
Clients--