Ariston Services Group, LLC

RIASEC RegisteredEst. 2008

Total AUM

$527M

Discretionary

$371M

70% of AUM

Avg account

$2.4M

Accounts

220

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 146255
Registered since: February 5, 2008
Website: aristonservicesgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI71.07%
Pooled Investment Vehicles26.28%
Individuals2.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Ariston Services Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2008. The firm acts as a capital allocator for both individual and family clients as well as institutional investors. Its advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third-party advisers. Ariston also serves as sponsor, general partner, and managing member of pooled vehicles it sponsors. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor.