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| Aspire Planning Associates Inc
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|
|
|---|---|
| CRD # | 282179 |
| SEC # | 801-114918 |
| CIK # | |
| AUM | $126.2 M (2025-02-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 925-938-2023 |
| Address | 1990 N California Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 14.0 |
| (b) Individuals (high net worth individuals) | 62 | 111.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 126.2 |
| By Discretionary | ||
| Discretionary | 366 | 126.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 366 | 126.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.2 | |
| Total | 366 | 126.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Finec Asset Management LLC
✚
|
CA | 0.1 |
|
Jr Prunier Capital Management LLC
✚
|
MA | 0.1 |
|
Sacajawea & Company LLC
✚
|
0.1 | |
|
Market Investment Group LLC
✚
|
KS | 0.1 |
|
Benold Financial Planning Inc
✚
|
0.1 | |
|
S & S Wealth Management LP
✚
|
TX | 0.1 |
|
Planvest Financial Inc
✚
|
MD | 0.1 |
|
Broad Reach Capital LLC
✚
|
NC | 0.1 |
|
Neil Jesani Wealth Management LLC
✚
|
FL | 0.1 |
|
Avise Financial Cooperative Inc
✚
|
CA | 0.1 |