Aspiriant

EST. AUM
$18,049,297,000

CONTACTS
31

CLIENT ACCOUNTS
12,173

Firm Details

Metro area Los Angeles
CRD Number 146720
Website aspiriant.com
Client types

Overview

$15 billion RIA with offices across the country primarily in San Francisco, Los Angeles, and New York City. They provide not only wealth management but also investment management services. They do have their own series of mutual funds in which they engage other investment managers in a sub-advise format. They also have an approved list of strategies across traditional asset classes, as well as alternatives, as well as models. Key points of contact would be Dave Grecsek who sits in the New York City office.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Aspiriant

Platform Details

Investment Preferences

Alternative Activity

Address

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