ASPIRE ADVISORS, LLC

661 North Broadway
North White Plains, New York 10603
Tel: 877-760-3540

About ASPIRE ADVISORS, LLC

ASPIRE ADVISORS, LLC, formally registered with the SEC as ASPIRE ADVISORS, LLC. The firm was established in 02/01/2013. They have over 1 offices throughout the country.

ASPIRE ADVISORS, LLC is a North White Plains, New York based Financial Planning firm with nearly $104,650,885 assets under management, offering retirement planning & investment advisory services to 210 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150652
SEC#	801-77599
Assets Managed by Firm	$104,650,885
No. of Clients	210
No. of Advisors	6

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 businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	210	$104,650,885
Individuals (other than high net worth individuals)	106	$31,289,900
High net worth individuals	32	$66,016,246
Corporations or other businesses	1	$7,344,739

More Retirement Planning firms in North White Plains, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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