Ariston Services Group, LLC
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
FINTRXOverview
Ariston Services Group, LLC is an independent RIA organized as an LLC that has been registered with the SEC since 2008. The firm serves both individual/family and institutional clients and functions as a capital allocator and manager of pooled vehicles. Its advisory offering includes financial planning, portfolio management for individuals/small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. Ariston also participates on the sponsor/GP/managing-member side of pooled investment vehicles, indicating a hands-on role in at least some private fund activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities38%
- Public Funds/Mutual Funds31%
- State & Local Bonds26%
- Private Funds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Peter Shenas
President, Chief Investment OfficerCRD 1720963
Contacts
1 of 1
Eduardo Ciuffo
Director of ResearchCRD 5778574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$127M in ETFs
59%
$74.3M
<1%
$52.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $27.3M | 117,216 | 21.61% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 750 B St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Willow Creek Financial
RIASan Diego, CA
Presidio Capital Management, LLC
RIASan Diego, CA
One Degree Advisors, Inc.
RIASan Diego, CA
Boxer Capital Management, LLC
RIASan Diego, CA
Pathview Wealth Advisors
RIASan Diego, CA
Illumination Wealth Management
RIASan Diego, CA