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Financial Perspectives, Inc.

Los Angeles, CA
California
Registered In
02/06/2017
Incorp. Date
Foreign
Registration Type
Minnesota
Foreign Jurisdiction

Company Summary

Financial Perspectives, Inc. at 500 S Grand Ave STE 2080, Los Angeles, Ca 90071 lists Daniel J Dugan of Minneapolis, MN as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Minnesota
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People

Luke M Dugan Individual Agent
343 N LIMA ST, SIERRA MADRE, CA 91024
Daniel J Dugan CEO
3300 FERNBROOK LN N STE 250, MINNEAPOLIS, MN 55447
Daniel J Dugan Chief Financial Officer
3300 FERNBROOK LN N STE 250, MINNEAPOLIS, MN 55447
Daniel J Dugan Secretary
3300 FERNBROOK LN N STE 250, MINNEAPOLIS, MN 55447
Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

500 S GRAND AVE STE 2080, LOS ANGELES, CA 90071 View Map
3300 FERNBROOK LN N STE 250, MINNEAPOLIS, MN 55447 (Mailing) View Map

Financials

Financial Information for Financial Perspectives, Inc.

Form 5500

FINANCIAL PERSPECTIVES, INC.

3300 Fernbrook Lane N Suite 250, Plymouth, Mn 55447 (763) 553-7779 EIN:20-2751068 Plan Admin:Daniel Dugan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$3,838,000 / $5,039,768 2023 FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001 16 / 16 $3,838,000 / $5,039,768
2022 Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 15 Assets BOY/EOY$4,529,971 / $3,838,000 2022 FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001 16 / 15 $4,529,971 / $3,838,000
2021 Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$3,695,454 / $4,529,971 2021 FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001 16 / 16 $3,695,454 / $4,529,971
2020 Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$2,830,866 / $3,695,454 2020 FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001 14 / 15 $2,830,866 / $3,695,454
2019 Plan NameFINANCIAL PERSPECTIVES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$2,069,985 / $2,830,866 2019 FINANCIAL PERSPECTIVES, INC. 401(K) PLAN - Plan #001 12 / 14 $2,069,985 / $2,830,866
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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