Aspiriant, LLC
Aspiriant, LLC (CRD# 146720) is a financial advisory firm headquartered in Los Angeles, CA. They manage $14,831,440,000 in 11,103 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management14,831MILLION
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Total Number of Accounts11,103ACCOUNTS
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Average Account Value$1,335,805
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
John Allen (CRD# 4051640) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
Michael Angell (CRD# 5637942) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
Ami Aranha (CRD# 5401042) is an Investment Advisor Representative working at Aspiriant, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
Ryan Benson (CRD# 6718865) is an Investment Advisor Representative working at Aspiriant, LLC in Irvine, CA and has 1 year of experience in the finance industry.
Karen Blodgett (CRD# 5321862) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Sandra Bragar (CRD# 4533687) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Marc Castellani (CRD# 2937879) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
Karen Clapp (CRD# 2442840) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.
Lisa Colletti (CRD# 4526080) is an Investment Advisor Representative working at Aspiriant, LLC in New York, NY and has over 23 years of experience in the finance industry.
Sandra Conners (CRD# 5597731) is an Investment Advisor Representative working at Aspiriant, LLC in San Diego, CA and has over 14 years of experience in the finance industry.