ASPIRIANT, LLC

11100 Santa Monica Blvd
Suite 600
Los Angeles, California 90025
Tel: 310-806-4000

About ASPIRIANT, LLC

ASPIRIANT, LLC, formally registered with the SEC as ASPIRIANT, LLC. The firm was established in 04/08/2008. They have over 10 offices throughout the country.

ASPIRIANT, LLC is a Los Angeles, California based Financial Planning firm with nearly $14,831,440,000 assets under management, offering retirement planning & investment advisory services to 11103 clients. The firm is staffed with 204 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146720
SEC#	801-68987
Assets Managed by Firm	$14,831,440,000
No. of Clients	11103
No. of Advisors	204

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	11103	$14,831,440,000
Individuals (other than high net worth individuals)	609	$255,818,000
High net worth individuals	1516	$13,625,832,000
Pension and profit sharing plans	3	$5,766,000
Charitable organizations	16	$261,311,000
Corporations or other businesses	29	$624,602,000

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