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Building 2ASPIRE CAPITAL ADVISORS LLC

Map pinSEATTLE, WA
Phone(206) 939-5615
NotebookSEC #801-118452
Total AUM
$1.2B
Employees
22
Clients
2,125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1815 NORTH 45TH STREET
SUITE 105
SEATTLE
WA 98103
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(206) 939-5615
Other Offices
5

ReceiptFinancials

Total AUM
$1.2B
Accounts
5,393
Discretionary
$1.2B
Accounts
5,391
Non-Discretionary
$353.7K
Accounts
2

ContactClients

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Individual Clients
1,692
AUM
$407.6M
HNW Individual Clients
264
AUM
$599.9M
Pension/Profit Sharing Plan Clients
167
AUM
$225.7M
Charitable Organization Clients
1
AUM
$111.6K
Corporation or Business Clients
1
AUM
$985.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLGAHIIDLAMDMNMTNENHNJNVNYORSCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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