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Building 2ASPIRIANT, LLC

Map pinLOS ANGELES, CA
Phone310-806-4000
NotebookSEC #801-68987
Total AUM
$18B
Employees
218
Clients
2,357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11100 SANTA MONICA BLVD
FIFTH FLOOR
LOS ANGELES
CA 90025
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
310-806-4000
Other Offices
9

ReceiptFinancials

Total AUM
$18B
Accounts
12,173
Discretionary
$14.7B
Accounts
8,276
Non-Discretionary
$3.4B
Accounts
3,897

ContactClients

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Individual Clients
627
AUM
$259M
HNW Individual Clients
1,683
AUM
$16.6B
Investment Company Clients
3
AUM
$149.3M
Pension/Profit Sharing Plan Clients
2
AUM
$4.2M
Charitable Organization Clients
13
AUM
$323M
Corporation or Business Clients
29
AUM
$712.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAHIIDILINKYLAMAMDMIMNNCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWI

HandshakeAffiliates

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

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