NEW PERSPECTIVES, INC.
Adviser information for NEW PERSPECTIVES, INC. last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Mississippi, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,021 | $239.8M |
| Non-Discretionary | 0 | $0 |
| Total | 1,021 | $239.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 380 | $97.4M |
| HNW Individuals | 69 | $139.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 6 | $3.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Principal Office
303 HIGHLAND PARK COVESUITE B
RIDGELAND
MS
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 601-991-3158, Fax: 601-991-3168
Chief Compliance Officer
NANCY L. ANDERSON
PRESIDENT
303 HIGHLAND PK COVE
ST B
RIDGELAND
MS
United States
Tel:
6019913158
Fax:
6019913168
N********@*********M
(Full email address available in API data)
Regulatory Contact
RYDER TAFF
MANAGING DIRECTOR
303 HIGHLAND PARK COVE
SUITE B
RIDGELAND
MS
United States
Tel:
601-991-3158
Fax:
601-991-3168
R****@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDERSON, NANCY, LOTTRIDGE | Individual | – | PRESIDENT - CHIEF COMPLIANCE OFFICER | 11/1993 | 25-50% |
| TAFF, JOSHUA, RYDER | Individual | – | MANAGING DIRECTOR | 01/2016 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 2M | 8K | – |
| ISHARES TR | CORE MSCI EAFE | 23M | 312K | – |
| ISHARES TR | RUSSELL 2000 ETF | 12M | 60K | – |
| SPDR SER TR | PORTFOLIO S&P400 | 13M | 249K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 57M | 884K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 3M | 60K | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 28M | 549K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 309K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 30M | 63K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 8M | 43K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1M | 20K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 2M | 10K | – |
| WISDOMTREE TR | US SMALLCAP FUND | 2M | 32K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 487K | 2K | – |
| APPLE INC | COM | 3M | 13K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 224K | 6K | – |
| NVIDIA CORPORATION | COM | 217K | 2K | – |
| ISHARES TR | RUS 1000 GRW ETF | 385K | 1K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 680K | 2K | – |
| VANGUARD INDEX FDS | VALUE ETF | 282K | 2K | – |
| EASTGROUP PPTYS INC | COM | 584K | 3K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 223K | 409 | – |
| WISDOMTREE TR | US EFFICIENT COR | 293K | 7K | – |
| MICROSOFT CORP | COM | 365K | 816 | – |
| AMGEN INC | COM | 287K | 920 | – |
| REGIONS FINANCIAL CORP NEW | COM | 215K | 11K | – |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 250K | 3K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 274K | 4K | – |
| WISDOMTREE TR | INTL EQUITY FD | 224K | 4K | – |
| CADENCE BANK | COM | 203K | 7K | – |
| UNION PAC CORP | COM | 286K | 1K | – |