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Building 2ASPIRE WEALTH ADVISORY GROUP, LLC

Map pinNEW YORK, NY
Phone212-540-9490
NotebookSEC #801-134595
Total AUM
$6.2M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 ROCKEFELLER PLAZA
FLOOR 23
NEW YORK
NY 10020
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
212-540-9490

ReceiptFinancials

Total AUM
$6.2M
Accounts
3
Discretionary
$6.2M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$336.1K
HNW Individual Clients
1
AUM
$5.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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