THE PERSPECTIVE GROUP

Tel: (785) 749-1881 900 Massachusetts Street Suite 602 Lawrence, Kansas 66044

About THE PERSPECTIVE GROUP

THE PERSPECTIVE GROUP is a Lawrence, Kansas based financial advisory firm with nearly $178,198,197 in assets under management and provides investment advisory services for 528 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

175294

Firm SEC#:

801-119555

Assets Under Management:

$178,198,197

No. of Clients:

528

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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