New Perspectives, Inc.
New Perspectives, Inc. is an SEC-registered mass-market adviser in Ridgeland, MS with $308.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns New Perspectives, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113925, SEC 801-112730, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $308.7M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Ridgeland, MS
- Employees
- 8
- Clients
- 423
- CRD
- 113925
- Ownership
- ANDERSON, NANCY, LOTTRIDGE; TAFF, JOSHUA, RYDER
How much AUM does New Perspectives, Inc. have?
New Perspectives, Inc. reported $308.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns New Perspectives, Inc.?
Disclosed owners and executives of New Perspectives, Inc. include ANDERSON, NANCY, LOTTRIDGE, TAFF, JOSHUA, RYDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.