ASPIRE ADVISORS, LLC

RIASEC RegisteredEst. 2013

Total AUM

$109M

Discretionary

$109M

100% of AUM

Avg account

$569K

Accounts

192

Employees

Advisory reps

Firm details

Headquarters: WHITE PLAINS, New York
CRD number: 150652
Registered since: February 1, 2013
Website: www.aspireadvisorsllc.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.76%
Individuals21.05%
Corporations / Businesses8.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Aspire Advisors, LLC is an individual‑owned registered investment adviser that began SEC registration in 2013. The firm concentrates on fee‑based portfolio management and financial planning for both high‑net‑worth individuals/families and institutional clients. Its stated investment preference is equities, and its practice centers on discretionary portfolio management delivered through separately managed account structures and pooled vehicles where appropriate. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for larger businesses/institutions, and pension consulting. Aspire maintains affiliations with a broker‑dealer and an insurance company, and it does not identify as an active ESG investor.