ARISTOTLE INVESTMENT SERVICES, LLC

840 Newport Center Drive
Suite 700
Newport Beach, California 92660
Tel: (844) 597-3886

About ARISTOTLE INVESTMENT SERVICES, LLC

ARISTOTLE INVESTMENT SERVICES, LLC, formally registered with the SEC as ARISTOTLE INVESTMENT SERVICES, LLC. The firm was established in 01/27/2023. They have over 2 offices throughout the country.

ARISTOTLE INVESTMENT SERVICES, LLC is a Newport Beach, California based Financial Planning firm with nearly $13,370,639,429 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324207
SEC#	801-127110
Assets Managed by Firm	$13,370,639,429
No. of Clients	19
No. of Advisors	21

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	19	$13,370,639,429

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