Aspire Growth Partners LLC

RIASEC RegisteredEst. 2021

Total AUM

$1.2B

Discretionary

$1.1B

95% of AUM

Avg account

$377K

Accounts

3,152

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 312063
Registered since: January 8, 2021
Website: www.aspiregrowthpartners.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.31%
Individuals15.52%
Pension & Profit Sharing Plans3.34%
Corporations / Businesses0.53%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aspire Growth Partners LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm is owned by an individual and positions itself as a capital allocator that serves both individual/family clients and institutional accounts. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.