FINANCIAL PERSPECTIVES, INC.
Legal name: FINANCIAL PERSPECTIVES
CRD #135549 SEC #801-97343 MINNEAPOLIS, MN 763-553-7779
SEC Registered
Total AUM
$1B
Discretionary
$998.9M
Employees
14
Clients
26
Accounts
1,754
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1B | $998.9M | $1.3M | 14 | 9 |
| May 2025 | $1B | $998.9M | $1.3M | 14 | 9 |
| Mar 2025 | $1B | $998.9M | $1.3M | 14 | 9 |
| Nov 2024 | $864.6M | $863.5M | $1.1M | 13 | 11 |
| Nov 2024 | $864.6M | $863.5M | $1.1M | 13 | 11 |
| Sep 2024 | $864.6M | $863.5M | $1.1M | 13 | 11 |
| Jun 2024 | $864.6M | $863.5M | $1.1M | 13 | 11 |
| Apr 2024 | $864.6M | $863.5M | $1.1M | 13 | 11 |
| Mar 2024 | $864.6M | $863.5M | $1.1M | 13 | 11 |
| Jul 2023 | $744.1M | $736.6M | $7.5M | 13 | 1 |
| Mar 2023 | $744.1M | $736.6M | $7.5M | 13 | 1 |
| Nov 2022 | $767.7M | $759.6M | $8.1M | 13 | 1 |
| Oct 2022 | $767.7M | $759.6M | $8.1M | 13 | 1 |
| Mar 2022 | $767.7M | $759.6M | $8.1M | 13 | 1 |
| Mar 2022 | $767.7M | $759.6M | $8.1M | 13 | 1 |
| Nov 2021 | $838.2M | $830.1M | $8.1M | 12 | 1 |
| Mar 2021 | $838.2M | $830.1M | $8.1M | 12 | 1 |
| Jul 2020 | $585M | $570.9M | $14.1M | 12 | 27 |
| Jul 2020 | $585M | $570.9M | $14.1M | 12 | 27 |
| Jun 2020 | $585M | $570.9M | $14.1M | 12 | 27 |
| Mar 2020 | $585M | $570.9M | $14.1M | 12 | 27 |
| Jan 2020 | $665.4M | $626.3M | $39.1M | 10 | 28 |
| May 2019 | $665.4M | $626.3M | $39.1M | 10 | 28 |
| Mar 2019 | $665.4M | $626.3M | $39.1M | 10 | 28 |
| Mar 2018 | $632.1M | $619.9M | $12.2M | 9 | 10 |
| Sep 2017 | $602.8M | $523.7M | $79M | 9 | 500 |
| May 2017 | $602.8M | $523.7M | $79M | 9 | 500 |
| Mar 2017 | $602.8M | $523.7M | $79M | 9 | 500 |
| Mar 2016 | $546.1M | $384.7M | $161.5M | 10 | 400 |
| May 2015 | $106.3M | $106.3M | $0 | 10 | 400 |
DateDec 2025
Total AUM$1B
Discretionary$998.9M
Non-Disc.$1.3M
Employees14
Clients9
DateMay 2025
Total AUM$1B
Discretionary$998.9M
Non-Disc.$1.3M
Employees14
Clients9
DateMar 2025
Total AUM$1B
Discretionary$998.9M
Non-Disc.$1.3M
Employees14
Clients9
DateNov 2024
Total AUM$864.6M
Discretionary$863.5M
Non-Disc.$1.1M
Employees13
Clients11
DateNov 2024
Total AUM$864.6M
Discretionary$863.5M
Non-Disc.$1.1M
Employees13
Clients11
DateSep 2024
Total AUM$864.6M
Discretionary$863.5M
Non-Disc.$1.1M
Employees13
Clients11
DateJun 2024
Total AUM$864.6M
Discretionary$863.5M
Non-Disc.$1.1M
Employees13
Clients11
DateApr 2024
Total AUM$864.6M
Discretionary$863.5M
Non-Disc.$1.1M
Employees13
Clients11
DateMar 2024
Total AUM$864.6M
Discretionary$863.5M
Non-Disc.$1.1M
Employees13
Clients11
DateJul 2023
Total AUM$744.1M
Discretionary$736.6M
Non-Disc.$7.5M
Employees13
Clients1
DateMar 2023
Total AUM$744.1M
Discretionary$736.6M
Non-Disc.$7.5M
Employees13
Clients1
DateNov 2022
Total AUM$767.7M
Discretionary$759.6M
Non-Disc.$8.1M
Employees13
Clients1
DateOct 2022
Total AUM$767.7M
Discretionary$759.6M
Non-Disc.$8.1M
Employees13
Clients1
DateMar 2022
Total AUM$767.7M
Discretionary$759.6M
Non-Disc.$8.1M
Employees13
Clients1
DateMar 2022
Total AUM$767.7M
Discretionary$759.6M
Non-Disc.$8.1M
Employees13
Clients1
DateNov 2021
Total AUM$838.2M
Discretionary$830.1M
Non-Disc.$8.1M
Employees12
Clients1
DateMar 2021
Total AUM$838.2M
Discretionary$830.1M
Non-Disc.$8.1M
Employees12
Clients1
DateJul 2020
Total AUM$585M
Discretionary$570.9M
Non-Disc.$14.1M
Employees12
Clients27
DateJul 2020
Total AUM$585M
Discretionary$570.9M
Non-Disc.$14.1M
Employees12
Clients27
DateJun 2020
Total AUM$585M
Discretionary$570.9M
Non-Disc.$14.1M
Employees12
Clients27
DateMar 2020
Total AUM$585M
Discretionary$570.9M
Non-Disc.$14.1M
Employees12
Clients27
DateJan 2020
Total AUM$665.4M
Discretionary$626.3M
Non-Disc.$39.1M
Employees10
Clients28
DateMay 2019
Total AUM$665.4M
Discretionary$626.3M
Non-Disc.$39.1M
Employees10
Clients28
DateMar 2019
Total AUM$665.4M
Discretionary$626.3M
Non-Disc.$39.1M
Employees10
Clients28
DateMar 2018
Total AUM$632.1M
Discretionary$619.9M
Non-Disc.$12.2M
Employees9
Clients10
DateSep 2017
Total AUM$602.8M
Discretionary$523.7M
Non-Disc.$79M
Employees9
Clients500
DateMay 2017
Total AUM$602.8M
Discretionary$523.7M
Non-Disc.$79M
Employees9
Clients500
DateMar 2017
Total AUM$602.8M
Discretionary$523.7M
Non-Disc.$79M
Employees9
Clients500
DateMar 2016
Total AUM$546.1M
Discretionary$384.7M
Non-Disc.$161.5M
Employees10
Clients400
DateMay 2015
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees10
Clients400