Aspire Wealth Advisors, LLC
Aspire Wealth Advisors, LLC (CRD# 288151) is a financial advisory firm headquartered in Bend, OR. They manage $52,936,557 in 251 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts251ACCOUNTS
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Average Account Value$210,903
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Aspire Wealth Advisors, LLC
1
Farrell Griswold (CRD# 5800564) is an Investment Advisor Representative working at Aspire Wealth Advisors, LLC in Bend, OR and has over 13 years of experience in the finance industry.
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