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