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).
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Total Assets Under Management13,118MILLION
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Total Number of Accounts10,745ACCOUNTS
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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
Corey Mader (CRD# 5795381) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has 1 year of experience in the finance industry.
Natalie Morrella (CRD# 5304494) is an Investment Advisor Representative working at Aspiriant, LLC in Mountain View, CA and has 1 year of experience in the finance industry.
David Muchow (CRD# 4992026) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 17 years of experience in the finance industry.
Gavin Neil (CRD# 6163690) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Ryan Nelson (CRD# 5437550) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.
Paul Nikolai (CRD# 2199387) is an Investment Advisor Representative working at Aspiriant, LLC in Cincinnati, OH and has over 31 years of experience in the finance industry.
Jordan Overby (CRD# 6750117) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Samantha Park (CRD# 5638054) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
John Petrie (CRD# 2897667) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 26 years of experience in the finance industry.
Mark Petrie (CRD# 2289565) is an Investment Advisor Representative working at Aspiriant, LLC in San Diego, CA and has over 31 years of experience in the finance industry.