Aspiriant, LLC

Aspiriant, LLC (CRD# 146720) is a financial advisory firm headquartered in Los Angeles, CA. They manage $13,118,061,000 in 10,745 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,118
    MILLION
  • Total Number of Accounts
    10,745
    ACCOUNTS
  • Average Account Value
    $1,220,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Aspiriant, LLC
Showing 21 - 30 of 64 top financial advisors.
21
Philip J. Kastenholz
CRD#: 4632565
N19w24200 Riverwood Dr, Suite 320, Pewaukee, WI 53188

Philip Kastenholz (CRD# 4632565) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 23 years of experience in the finance industry.

22
Virginia I. King
CRD#: 5637561
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Virginia King (CRD# 5637561) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry.

23
John D. Kirkpatrick
CRD#: 5217694
2570 W. El Camino Real, Suite 520, Mountain View, CA 94040

John Kirkpatrick (CRD# 5217694) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 16 years of experience in the finance industry.

24
Jason M. Kiss
CRD#: 4157727
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Jason Kiss (CRD# 4157727) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

25
Linda K. Kitchens
CRD#: 1526210
11100 Santa Monica Blvd, Suite 600, Los Angeles, CA 90025

Linda Kitchens (CRD# 1526210) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

26
Mary Ellen Krueger
CRD#: 4650876
N19w24200 Riverwood Dr, Suite 320, Pewaukee, WI 53188

Mary Ellen Krueger (CRD# 4650876) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 23 years of experience in the finance industry.

27
Nathan S. Kublank
CRD#: 4912505
N19w24200 Riverwood Dr, Suite 320, Pewaukee, WI 53188

Nathan Kublank (CRD# 4912505) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 19 years of experience in the finance industry.

28
Nayan P. Lapsiwala
CRD#: 5376811
2570 W. El Camino Real, Suite 520, Mountain View, CA 94040

Nayan Lapsiwala (CRD# 5376811) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 15 years of experience in the finance industry.

29
Sam Lee
CRD#: 4837679
11150 Santa Monica Blvd., Suite 400, Los Angeles, CA 90025

Sam Lee (CRD# 4837679) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.

30
Cliff C. Loh
CRD#: 5465489
2570 W. El Camino Real, Suite 520, Mountain View, CA 94040

Cliff Loh (CRD# 5465489) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 8 years of experience in the finance industry.

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