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Perspective Advisors, LLC
Perspective Advisors provides customized investment solutions and full-service solutions for personal and business financial needs. An experienced team of...
Overview
Perspective Advisors provides customized investment solutions and full-service solutions for personal and business financial needs. An experienced team of financial professionals first listens, then provides guidance, wisdom and practical solutions. Services include accounting, consulting, insurance, investing, estate planning, and retirement.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Bartlesville
Corporate office
United States
Principals
Nathan Barham - Partner & Chief Executive Officer
Marshall Fraser - Partner & Chief Compliance Officer
Kelsey Barham - Partner & Chief Financial Officer
Emerald Pitman - Chief Operations Officer
Brandi Thomas - Vice President of Accounting
Cole Brown - Senior Planning & Investments Specialist
Celsy Courtney - Senior Accounting Analyst
Patti Grissom - Staff Accountant
Kaleb Hull - Staff Accountant
Heath Arnold - Staff Accountant
Frequently asked questions
Does Perspective Advisors disclose its AUM or client details?
No. The firm does not publicly disclose its assets under management or the identities of its client families. This is typical for state-registered investment advisors serving high-net-worth families, where client privacy is a priority.
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