John Kirkpatrick, financial advisor Mountain View CA

John Kirkpatrick

CRD Number: 5217694
Current Firm: Aspiriant, LLC

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.

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Company Name Location Dates Years
Aspiriant Mountain View, CA Feb 2017 - Current 7
Stanford Investment Group, Inc. Mountain View, CA Aug 2006 - Jan 2017 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for John D. Kirkpatrick
Phone Number: 310-806-4000
Firm Website: http://www.aspiriant.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    13,118
    MILLIONS
  • 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

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

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