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Building 2ASPIRE GROWTH PARTNERS LLC

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Phone(330) 239-1776
NotebookSEC #801-120122
Total AUM
$1.2B
Employees
5
Clients
959

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 TO 4:00
Monday - Friday
Phone
(330) 239-1776
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
3,152
Discretionary
$1.1B
Accounts
2,975
Non-Discretionary
$55.6M
Accounts
177

ContactClients

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Individual Clients
619
AUM
$184.2M
HNW Individual Clients
320
AUM
$953.5M
Pension/Profit Sharing Plan Clients
14
AUM
$39.7M
Charitable Organization Clients
1
AUM
$3.5M
Corporation or Business Clients
5
AUM
$6.3M

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
CACOFLGAILINKYLAMDMINCNENYOHPASCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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