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
Talia provides customized financial planning and wealth building strategies for SIG clients and their families. She brings experience in philanthropic planning from her years in development at the School of Engineering at Stanford University. She later co-founded SearchFox (acquired by Yahoo) and joined Stanford Investment Group in 2005. Her passion for philanthropy and expertise in equity compensation/liquidity event planning empowers clients to make financial decisions that are both wise and personally meaningful.
Darryl Rae (CRD# 1148836) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has over 24 years of experience in the finance industry.
Myles Rush (CRD# 5838007) is an Investment Advisor Representative working at Aspiriant, LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Gregory Schick (CRD# 2796483) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 27 years of experience in the finance industry.
Peter Schwartz (CRD# 4846345) is an Investment Advisor Representative working at Aspiriant, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.
Jason Shemtob (CRD# 6092671) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Adam Stanley (CRD# 5791752) is an Investment Advisor Representative working at Aspiriant, LLC in New York, NY and has over 13 years of experience in the finance industry.
Mindy Tankel (CRD# 2736308) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 22 years of experience in the finance industry.
Jan Nicole Vega (CRD# 6313182) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Bradley Weber (CRD# 4651102) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.