Philip Kastenholz, financial advisor Milwaukee WI
96 score

Philip Kastenholz

CRD Number: 4632565
Current Firm: Aspiriant, LLC

Philip Kastenholz (CRD# 4632565) is an Investment Advisor Representative working at Aspiriant, LLC in Milwaukee, WI and has over 15 years of experience in the finance industry. Philip Kastenholz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aspiriant, LLC San Francisco, CA Jun 2012 - Current 4
Aspiriant Investment Advisors, LLC San Francisco, CA Sep 2010 - Jun 2012 1
Deloitte & Touche LLP Milwaukee, WI May 2002 - Sep 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Philip J. Kastenholz
Phone Number: 415-371-7800
Firm Website: http://www.aspiriant.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    9,306
    MILLIONS
  • Total Number of Accounts
    7,041
    ACCOUNTS
  • Average Account Value
    $1,321,707
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 pooled investment vehicles (other than investment 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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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