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Building 2ASPIRE ADVISORS, LLC

Map pinNORTH WHITE PLAINS, NY
Phone877-760-3540
NotebookSEC #801-77599
Total AUM
$109.2M
Employees
8
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
661 NORTH BROADWAY
NORTH WHITE PLAINS
NY 10603
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
877-760-3540

ReceiptFinancials

Total AUM
$109.2M
Accounts
192
Discretionary
$109.2M
Accounts
192
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
82
AUM
$23M
HNW Individual Clients
34
AUM
$77.3M
Corporation or Business Clients
1
AUM
$8.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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