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THE PERSPECTIVE GROUP

LAWRENCE, KS · CRD 175294 · IAPD ↗ · (785) 749-1881

$225.1MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — THE PERSPECTIVE GROUP reported RAUM up 29% ($174.0M -> $225.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2024 — THE PERSPECTIVE GROUP reported RAUM up 33% ($134.0M -> $178.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.