ASPAN CAPITAL LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
RICHMOND, Virginia
CRD number
340311
Fee structure
Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Aspan Capital LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a performance-based fee structure, aligning its interests with those of its clients. While Aspan Capital LLC does not actively engage in ESG investing, it is dedicated to managing client portfolios with a tailored approach that reflects the unique financial goals of each client.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Adil Togayev

    CCO, Managing MemberCRD 8208806

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RICHMOND, VA

HENRICO

Location

RICHMOND, VA

Headquartered in RICHMOND, VA, in the South of the United States.

Region
South
County
HENRICO
Address
8401 Mayland Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth