New Perspectives, Inc.
Firm details
- Headquarters
- Ridgeland, Mississippi
- CRD number
- 113925
- Registered since
- March 30, 2018
- Website
- www.newper.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.67%
- Individuals30.89%
- Charitable Organizations2.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
New Perspectives, Inc. is an independent, SEC-registered registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and smaller institutional clients. Founded as a corporation with individual ownership, the firm charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Its advisory scope emphasizes personalized planning and discretionary portfolio management for individual and small-business clients. The firm does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.
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 Funds92%
- Exchange Traded Equities5%
- Private Funds1%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 4
Nancy Anderson
Financial Advisor / PresidentCRD 2106600
James Gerhart
Client Service AdministratorCRD 8193638
Joshua Taff
Associate Product ManagerCRD 6009566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$399M in ETFs
46%
$182M
<1%
$218M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WEITZ CORE PLUS BOND ETF (WCPB) | $78.4M | 3,091,982 | 19.63% |
Location
Ridgeland, MS
Madison
Location
Ridgeland, MS
Headquartered in Ridgeland, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Madison
- Address
- 303 Highland Park Cv
- Time zone
- CT (UTC-6)
- Office locations
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