Financial Perspectives
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 135549
- Registered since
- June 2, 2015
- Website
- fpwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.65%
- Individuals9.84%
- Charitable Organizations0.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Perspectives is an independently owned registered investment adviser organized as a corporation. The firm is registered with the SEC (registered in 2015) and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm identifies as an active ESG investor and lists an accountant among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities16%
- Cash & Cash Equivalents7%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 315Active vs passive
$242M in ETFs
74%
$180M
12%
$62.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $27.9M | 222,054 | 11.52% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3300 Fernbrook Ln N
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Shoreview Industries V, LLC
RIAMinneapolis, MN
Leuthold Weeden Capital Management
RIAMinneapolis, MN
Guardian Wealth Strategies, LLC
RIAMinneapolis, MN
Asa Managed Account Managers LLC
RIAMinneapolis, MN
Palisade Asset Management, LLC
RIAMinneapolis, MN
Parr Mcknight Wealth Management Group
RIAMinneapolis, MN