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).
-
Total Assets Under Management13,118MILLION
-
Total Number of Accounts10,745ACCOUNTS
-
Average Account Value$1,220,853
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.