RIA Intel›Advisers›California›ASPIRE PLANNING ASSOCIATES, INC.

ASPIRE PLANNING ASSOCIATES, INC.

Advisory

N·WALNUT CREEK, CA

Data as of Jul 24, 2024 · Source: SEC Form ADV

Total AUM
$126M
1-Year AUM Growth
-3.2%
3-Year CAGR
-2.6%
Employees
2
Assets Under Management
Total AUM$126M
Discretionary AUM$126M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients111
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingMar 1, 2019
Latest FilingJul 24, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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