ASPIRIANT

aspiriant-logo

Aspiriant is an investment management company that specializes in investment management and wealth planning services. The company specializes in in customization and personalization, drawing on an immense range of services. It was founded in 2008 and headquartered in Los Angeles, California.

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ASPIRIANT

Industry:
Financial Services Risk Management Wealth Management

Founded:
2008-01-01

Address:
Los Angeles, California, United States

Country:
United States

Website Url:
http://www.aspiriant.com

Total Employee:
101+

Status:
Active

Contact:
415.371.7888

Email Addresses:
[email protected]

Total Funding:
2.81 M USD

Technology used in webpage:
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Current Employees Featured

john-allen_image

John Allen
John Allen Chief Investment Officer @ Aspiriant
Chief Investment Officer
2014-01-01

rob-francais_image

Rob Francais
Rob Francais Chief Executive Officer @ Aspiriant
Chief Executive Officer
2008-01-01

marc-primiani_image

Marc Primiani
Marc Primiani Founder, General Counsel and Principal @ Aspiriant
Founder, General Counsel and Principal
2002-01-01

not_available_image

Lorraine Fox
Lorraine Fox Director, Wealth Management & Partner @ Aspiriant
Director, Wealth Management & Partner

marcelo-modica_image

Marcelo Modica
Marcelo Modica Independent Director @ Aspiriant
Independent Director
2022-04-01

Founder


marc-primiani_image

Marc Primiani

Acquisitions List

Date Company Article Price
2022-01-19 Murray Stok & Company Murray Stok & Company acquired by Aspiriant N/A

Official Site Inspections

http://www.aspiriant.com Semrush global rank: 2.75 M Semrush visits lastest month: 6.34 K

  • Host name: 141.193.213.11
  • IP address: 141.193.213.11
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "Aspiriant"

Company Overview | Aspiriant Wealth Management

Aspiriant, through our broad employee ownership model, is built to: Remain independent and objective ; Align the interests of our clients and employees; Attract and retain our talent and make them owners so they can serve clients โ€ฆSee details»

Aspiriant Independent Wealth Management

Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an โ€ฆSee details»

Our Story - Aspiriant Wealth Management

Today, Aspiriant is the product of nine stellar organizations combined as one team to do more for those we serve โ€“ our clients. We have approximately 220 team members, one-third of whom are partners in the firm. We serve clients in โ€ฆSee details»

Aspiriant - Crunchbase Company Profile & Funding

Aspiriant is an investment management company that specializes in investment management and wealth planning services. The company specializes in in customization and personalization, drawing on an immense range of services. โ€ฆSee details»

Aspiriant Funds » About Aspiriant

Aspiriant is a leading independent wealth management firm for forward-thinking families. Our firm draws upon deep roots within the wealth management industry. Aspiriant was formed in 2008 โ€ฆSee details»

Aspiriant - LinkedIn

Aspiriant | 6,171 followers on LinkedIn. A leading independent wealth management firm. | Weโ€™re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We โ€ฆSee details»

Aspiriant - Overview, News & Similar companies | ZoomInfo.com

Apr 3, 2024 LOS ANGELES, May 10, 2023 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, today announced that eight new partners have been elected to the โ€ฆSee details»

Aspiriant | Company Overview & News - Forbes

Source: Forbes.com (Awarded Oct 2024) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.See details»

Aspiriant Review 2024 - investor.com

Oct 16, 2024 For our review of Aspiriant, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm. investor.com. ... A Self-Regulatory โ€ฆSee details»

Aspiriant - Asset Management Company - Morningstar

One notable advantage of Aspiriant is its below-average fees. On average, the firm's open-end and exchange-traded fund fees fall in the second-lowest quintile of category peers. The firm's โ€ฆSee details»

Office Locations | Aspiriant Wealth Management

National organization. Locations coast to coast โ€“ Find an Aspiriant Financial Advisor near you. Los Angeles headquarters. 11100 Santa Monica Blvd Suite 600 ... Aspiriant is a registered โ€ฆSee details»

Aspiriant Names Eight New Partners Across San Francisco, Los โ€ฆ

LOS ANGELES, May 10, 2023 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, today announced that eight new partners have been elected to the firm's โ€ฆSee details»

Aspiriant Names Seven New Partners in Los Angeles, San โ€ฆ

May 10, 2022 Appointments bolster firm's mission to transform the wealth management industry. LOS ANGELES, May 10, 2022 /PRNewswire/ -- Aspiriant, a leading independent wealth โ€ฆSee details»

ASPIRIANT WINS PRIVATE ASSET MANAGEMENT'S BEST PRIVATE โ€ฆ

LOS ANGELES, Feb. 10, 2023 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, announced today that it has been awarded the 2023 Best Private Wealth โ€ฆSee details»

Contact - Aspiriant Wealth Management

To send information for our investment team to review, please email [email protected]. MEDIA. If you are a member of the press and would like to โ€ฆSee details»

Aspiriant Review | SmartAsset.com

Aspiriant Client Types and Minimum Account Sizes. Aspiriant's clients include both non-high-net-worth and high-net-worth individuals, as well as investment companies, pensions and profit โ€ฆSee details»

Aspiriant Advisors Recognized by Forbes for Excellence in Wealth ...

LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been โ€ฆSee details»

Aspiriant Review - MagnifyMoney

Aspiriantโ€™s cons. Caters primarily to the wealthy: Given the typically $14,000 minimum annual fee, many investors just starting out or who donโ€™t have seven-figure portfolios may feel Aspiriantโ€™s โ€ฆSee details»

Investment Management - Aspiriant Wealth Management

The Aspiriant approach to investing is not for people looking to indulge the marketโ€™s fits of irrational exuberance. Itโ€™s for folks who appreciate data-driven, globally diversified portfolios. โ€ฆSee details»

Client Login - Aspiriant Wealth Management

For a copy of our full ADV filed with the SEC, please click on the following SEC public disclosure consumer website: ASPIRIANT, LLC โ€“ Investment Adviser Firm . Please note that registration โ€ฆSee details»

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