Aspect Partners, LLC

RIASEC RegisteredEst. 2022

Total AUM

$418M

Discretionary

$412M

98% of AUM

Avg account

$430K

Accounts

973

Employees

Advisory reps

Firm details

Headquarters: Fairfax, Virginia
CRD number: 307273
Registered since: November 7, 2022
Website: www.aspect-partners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.74%
Individuals10.16%
Pension & Profit Sharing Plans4.21%
Insurance Companies0.74%
Corporations / Businesses0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aspect Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm identifies itself as a capital allocator serving individual/family and institutional clients, and it supplements advisory services with insurance brokerage. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements combine percentage-of-AUM and fixed-fee schedules. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Public Funds/Mutual Funds83%
US Government Bonds5%
Cash & Cash Equivalents5%
Other5%
Non-Exchange Traded Equities1%

Contacts

3 of 5

Benjamin Seamans
Director of Financial Advice and Planning and Senior Financial AdvisorCRD 4467051
Lindsey Vardi
Senior Associate, Investment ManagmentCRD 5733866
Tyler McArdle
Portfolio ManagerCRD 6922799