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ASPIRE PRIVATE CAPITAL
CORNELIUS, NC
704-237-9927
SEC #801-113754Total AUM
$509.7M
Employees
9Clients
709Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
19410 JETTON ROAD
SUITE 110
CORNELIUS
NC 28031
United States
SUITE 110
CORNELIUS
NC 28031
United States
Operating Hours
9:00 AM - 5:00 PM
M-TH: 9-5 F: 9-4:30
M-TH: 9-5 F: 9-4:30
Phone
704-237-9927
Other Offices
1
Financials
Total AUM
$509.7M
Accounts
1,703Discretionary
$504.9M
Accounts
1,675Non-Discretionary
$4.8M
Accounts
28
Clients
Individual Clients
507AUM
$231.3M
HNW Individual Clients
202AUM
$278.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Violation Finding
State Registrations
FLGANCSCTNTXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.