Financial Perspectives, Inc.

Daniel Dugan signed Financial Perspectives, Inc.'s 2025 Form 5500 as plan administrator.

• Daniel Dugan — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Financial Perspectives, Inc.'s EIN is 20-2751068.

Download the official 2025 Form 5500 (PDF) for Financial Perspectives, Inc. from the U.S. Department of Labor's EFAST2 system.

Financial Perspectives, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).