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Building 2ASPIRE WEALTH MANAGEMENT CORPORATION

Map pinWALTHAM, MA
Phone(617) 245-8500
NotebookSEC #801-78407
Total AUM
$379.5M
Employees
4
Clients
1,175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
271 WAVERLEY OAKS ROAD
SUITE 200
WALTHAM
MA 02452
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
(617) 245-8500

ReceiptFinancials

Total AUM
$379.5M
Accounts
1,175
Discretionary
$375.9M
Accounts
1,174
Non-Discretionary
$3.6M
Accounts
1

ContactClients

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Individual Clients
1,103
AUM
$243.7M
HNW Individual Clients
71
AUM
$132.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMDMENCNHNYRITX

HandshakeAffiliates

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

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