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Building 2ASPIRE PLANNING ASSOCIATES, INC.

Map pinWALNUT CREEK, CA
Phone925-938-2023
NotebookSEC #801-114918
Total AUM
$126.2M
Employees
3
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1990 N. CALIFORNIA BLVD
8TH FLOOR
WALNUT CREEK
CA 94596
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
925-938-2023

ReceiptFinancials

Total AUM
$126.2M
Accounts
366
Discretionary
$126.2M
Accounts
366
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$14M
HNW Individual Clients
62
AUM
$111.9M
Corporation or Business Clients
1
AUM
$243.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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