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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2023
- 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 |
|---|---|---|---|---|
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCANN, MICHAEL, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2023 REGISTERED
Notice Filings (7)
AZ CA CO NE NJ TX WA
Address
1440 E. MISSOURI AVENUESUITE C250
PHOENIX, AZ 85014
United States
Phone: 602-281-4357