|
⚲
|
| Aspect Partners LLC
✚
|
|
|---|---|
| CRD # | 307273 |
| SEC # | 801-126851 |
| CIK # | 0001985284 |
| AUM | $418.2 M (2026-04-28) |
| Employees | 8 (62% Investors, 62% Brokers) |
| Phone | 703-916-8400 |
| Address | 2677 Prosperity Ave Fairfax, VA 22031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001985284 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 6.4 | ||
| SPDR Gold Trust | 3.2 | ||
| ETFS Gold Trust | 2.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 42.5 |
| (b) Individuals (high net worth individuals) | 126 | 354.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 17.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 973 | 418.2 |
| By Discretionary | ||
| Discretionary | 966 | 411.8 |
| Non-Discretionary | 7 | 6.4 |
| Total | 973 | 418.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 418.2 | |
| Total | 973 | 418.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001985284] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bowman & Company SC
✚
|
WI | 0.4 |
|
Silver Oak Advisory Group Inc
✚
|
OR | 0.4 |
|
Transce3Nd LLC
✚
|
TX | 0.4 |
|
Alpha Leonis Partners LLC
✚
|
PA | 0.4 |
|
Lincoln Capital Corporation
✚
|
RI | 0.4 |
|
Mauney-Pitt Financial Management Inc
✚
|
NC | 0.4 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.4 |
|
Flatrock Wealth Partners LLC
✚
|
CA | 0.4 |
|
Coquina Private Wealth LLC
✚
|
FL | 0.4 |
|
Seven Mile Advisory LLC
✚
|
FL | 0.4 |