THE PERSPECTIVE GROUP, LLC
Legal name: THE PERSPECTIVE GROUP
CRD #175294 SEC #801-119555 LAWRENCE, KS (785) 749-1881
SEC Registered
Total AUM
$174M
Discretionary
$154.9M
Employees
5
Clients
1
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $174M | $154.9M | $19.1M | 5 | 0 |
| Apr 2025 | $174M | $154.9M | $19.1M | 5 | 0 |
| Mar 2025 | $174M | $154.9M | $19.1M | 5 | 0 |
| Dec 2024 | $178.2M | $162.3M | $15.9M | 5 | 0 |
| Mar 2024 | $178.2M | $162.3M | $15.9M | 5 | 0 |
| Mar 2024 | $178.2M | $162.3M | $15.9M | 5 | 0 |
| Feb 2024 | $178.2M | $162.3M | $15.9M | 5 | 0 |
| Jul 2023 | $134M | $121.8M | $12.1M | 5 | 0 |
| May 2023 | $134M | $121.8M | $12.1M | 5 | 0 |
| Mar 2023 | $134M | $121.8M | $12.1M | 5 | 0 |
| Feb 2023 | $134M | $121.8M | $12.1M | 5 | 0 |
| Aug 2022 | $150.7M | $138.2M | $12.5M | 5 | 0 |
| Aug 2022 | $150.7M | $138.2M | $12.5M | 5 | 0 |
| Jul 2022 | $150.7M | $138.2M | $12.5M | 5 | 0 |
| May 2022 | $150.7M | $138.2M | $12.5M | 5 | 0 |
| Apr 2022 | $150.7M | $138.2M | $12.5M | 5 | 0 |
| Mar 2022 | $150.7M | $138.2M | $12.5M | 5 | 0 |
| Jan 2022 | $115.6M | $106.4M | $9.2M | 5 | 0 |
| Feb 2021 | $115.6M | $106.4M | $9.2M | 5 | 0 |
| Nov 2020 | $102.2M | $94M | $8.2M | 4 | 0 |
| Oct 2020 | $102.2M | $94M | $8.2M | 4 | 0 |
| Sep 2020 | $102.2M | $94M | $8.2M | 4 | 0 |
| Sep 2020 | $102.2M | $94M | $8.2M | 4 | 0 |
| Aug 2020 | $102.2M | $94M | $8.2M | 4 | 0 |
DateOct 2025
Total AUM$174M
Discretionary$154.9M
Non-Disc.$19.1M
Employees5
Clients0
DateApr 2025
Total AUM$174M
Discretionary$154.9M
Non-Disc.$19.1M
Employees5
Clients0
DateMar 2025
Total AUM$174M
Discretionary$154.9M
Non-Disc.$19.1M
Employees5
Clients0
DateDec 2024
Total AUM$178.2M
Discretionary$162.3M
Non-Disc.$15.9M
Employees5
Clients0
DateMar 2024
Total AUM$178.2M
Discretionary$162.3M
Non-Disc.$15.9M
Employees5
Clients0
DateMar 2024
Total AUM$178.2M
Discretionary$162.3M
Non-Disc.$15.9M
Employees5
Clients0
DateFeb 2024
Total AUM$178.2M
Discretionary$162.3M
Non-Disc.$15.9M
Employees5
Clients0
DateJul 2023
Total AUM$134M
Discretionary$121.8M
Non-Disc.$12.1M
Employees5
Clients0
DateMay 2023
Total AUM$134M
Discretionary$121.8M
Non-Disc.$12.1M
Employees5
Clients0
DateMar 2023
Total AUM$134M
Discretionary$121.8M
Non-Disc.$12.1M
Employees5
Clients0
DateFeb 2023
Total AUM$134M
Discretionary$121.8M
Non-Disc.$12.1M
Employees5
Clients0
DateAug 2022
Total AUM$150.7M
Discretionary$138.2M
Non-Disc.$12.5M
Employees5
Clients0
DateAug 2022
Total AUM$150.7M
Discretionary$138.2M
Non-Disc.$12.5M
Employees5
Clients0
DateJul 2022
Total AUM$150.7M
Discretionary$138.2M
Non-Disc.$12.5M
Employees5
Clients0
DateMay 2022
Total AUM$150.7M
Discretionary$138.2M
Non-Disc.$12.5M
Employees5
Clients0
DateApr 2022
Total AUM$150.7M
Discretionary$138.2M
Non-Disc.$12.5M
Employees5
Clients0
DateMar 2022
Total AUM$150.7M
Discretionary$138.2M
Non-Disc.$12.5M
Employees5
Clients0
DateJan 2022
Total AUM$115.6M
Discretionary$106.4M
Non-Disc.$9.2M
Employees5
Clients0
DateFeb 2021
Total AUM$115.6M
Discretionary$106.4M
Non-Disc.$9.2M
Employees5
Clients0
DateNov 2020
Total AUM$102.2M
Discretionary$94M
Non-Disc.$8.2M
Employees4
Clients0
DateOct 2020
Total AUM$102.2M
Discretionary$94M
Non-Disc.$8.2M
Employees4
Clients0
DateSep 2020
Total AUM$102.2M
Discretionary$94M
Non-Disc.$8.2M
Employees4
Clients0
DateSep 2020
Total AUM$102.2M
Discretionary$94M
Non-Disc.$8.2M
Employees4
Clients0
DateAug 2020
Total AUM$102.2M
Discretionary$94M
Non-Disc.$8.2M
Employees4
Clients0