The Perspective Group
The Perspective Group is an SEC-registered mass-market adviser in Lawrence, KS with $225.1M assets under management (AUM, regulatory AUM), +26% over one year. See who owns The Perspective Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175294, SEC 801-119555, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $225.1M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Lawrence, KS
- Employees
- 5
- Clients
- 297
- CRD
- 175294
- Ownership
- LANE, STEPHEN, CHRISTOPHER; HALTON, GARRETT, L
How much AUM does The Perspective Group have?
The Perspective Group reported $225.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns The Perspective Group?
Disclosed owners and executives of The Perspective Group include LANE, STEPHEN, CHRISTOPHER, HALTON, GARRETT, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.