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
Michael Weissman (CRD# 4533034) is an Investment Advisor Representative working at Aspiriant, LLC in New York, NY and has over 23 years of experience in the finance industry.
Nolan Alinsod (CRD# 7644878) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Michelle Eversman (CRD# 6093254) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Vanessa Franco (CRD# 6358717) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
David Grecsek (CRD# 2456538) is an Investment Advisor Representative working at Aspiriant, LLC in New York, NY and has over 27 years of experience in the finance industry.
Teresa Greenip (CRD# 7285872) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Christopher Kazmer (CRD# 6085561) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Owen Reynolds (CRD# 7642839) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Nicholas Ruzette (CRD# 6224584) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.
Matthew Sharp (CRD# 7348117) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.