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Aris Investing LLC

EST. AUM
$3,313,938,316

CONTACTS
2

CLIENT ACCOUNTS
919

Firm Details

Metro area Chicago
CRD Number 325320
Website arisinvesting.com
Client types

Overview

Aris Investing is a technology-driven investment advisory firm based in Deerfield, Illinois. It specializes in delivering tax-efficient portfolio management solutions to financial advisors. The firm offers services such as direct indexing, model portfolios, and unified managed accounts. Aris emphasizes customization, automation, and scalability in its platform. Founded by Chetan Desai, CFA, it operates as a registered investment advisor with the SEC.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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