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Building 2ARISTON SERVICES GROUP, LLC

Map pinSAN DIEGO, CA
Phone619-241-2326
NotebookSEC #801-68830
Total AUM
$527M
Employees
5
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 B STREET
SUITE 1940
SAN DIEGO
CA 92101
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
619-241-2326

ReceiptFinancials

Total AUM
$527M
Accounts
220
Discretionary
$370.8M
Accounts
196
Non-Discretionary
$156.2M
Accounts
24

ContactClients

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Individual Clients
40
AUM
$14M
HNW Individual Clients
29
AUM
$374.5M
Pooled Vehicle Clients
1
AUM
$138.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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

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