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 a corporation operating as an independent registered investment adviser. The firm has been registered with the SEC since 2018. Its client base spans individuals and families as well as institutional relationships, and it provides financial planning and portfolio management for individuals and small businesses. Fee arrangements include assets-under-management fees alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.
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 4Joshua Taff
Associate Product ManagerCRD 6009566
Nancy Anderson
Financial Advisor / PresidentCRD 2106600
Meredith Drake
AnalystCRD 7514997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$404M in ETFs
45%
$182M
<1%
$222M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WEITZ CORE PLUS BOND ETF (WCPB) | $77.7M | 3,209,993 | 19.25% |
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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