FINANCIAL PERSPECTIVES, INC.
C31
CRD 135549·SEC 801-97343·MINNEAPOLIS, MN
AUM
$1.17B
$1B+
Est. Revenue
$11.7M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$28.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $665.4M
'21 · $585.0M
'22 · $838.2M
'23 · $767.7M
'25 · $1.00B
'26 · $1.17B
'20'26
$665.4M → $1.17B▲ +75%
Client mix
| Individuals Other | 425 |
| Individuals High Net Worth | 309 |
| Charitable Organizations | 2 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 12 advisors
'22 · 12 advisors
'23 · 13 advisors
'25 · 14 advisors
'26 · 14 advisors
'20'26
10 advisors → 14 advisors▲ +40%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3300 FERNBROOK LN NSUITE 250MINNEAPOLIS, MN 55447
Business
3300 FERNBROOK LN NSUITE 250MINNEAPOLIS, MN 55447
Edgar Recent Filings
13F-HR2026-05-11 · 0002003287-26-000002
13F-HR2026-01-28 · 0002003287-26-000001
Rdap Nameservers
Ns1.inmotionhosting.comNs2.inmotionhosting.comNs3.inmotionhosting.comNs4.inmotionhosting.com