MINNEAPOLIS, MNCRD 135549Latest ADV March 25, 2026
Financial Perspectives is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 25, 2026, reports $1.2B in regulatory assets under management, 14 employees, 3 offices, and 1,852 accounts.
Assets Under Management
$1.2B
Employees
14
Offices
3 offices
Total Clients
737
Primary office
MINNEAPOLIS, MN
3300 FERNBROOK LN N, SUITE 250, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
425
2
HNWI
41.9%
309
3
Charitable
0.3%
2
4
Corporations
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 25, 2026
Discretionary99.9%
$1.2B
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts1,852
10Y AUM Change+$564M (+93.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee53:1
10Y Employee Change+5 (+55.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.