Aspect Partners, LLC
Firm details
- Headquarters
- Fairfax, Virginia
- CRD number
- 307273
- Registered since
- November 7, 2022
- Website
- www.aspect-partners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.74%
- Individuals10.16%
- Pension & Profit Sharing Plans4.21%
- Insurance Companies0.74%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Aspect Partners, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm acts as a capital allocator for both individuals/families and institutional clients, offering portfolio management, financial planning, selection of other advisers, and pension consulting services. It also operates as an insurance broker and charges both percentage-of-assets and fixed fees depending on the engagement. Aspect Partners does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- Other5%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 179Active vs passive
$269M in ETFs
79%
$212M
20%
$57.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $35.9M | 47,055 | 13.33% |
Location
Fairfax, VA
Fairfax City
Location
Fairfax, VA
Headquartered in Fairfax, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax City
- Address
- 2677 Prosperity Ave
- Time zone
- ET (UTC-5)
- Office locations
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