ASPIRE PRIVATE CAPITAL

19410 Jetton Road
Suite 110
Cornelius, North Carolina 28031
Tel: 704-237-9927

About ASPIRE PRIVATE CAPITAL

ASPIRE PRIVATE CAPITAL, formally registered with the SEC as ASPIRE PRIVATE CAPITAL. The firm was established in 08/01/2018. They have over 2 offices throughout the country.

ASPIRE PRIVATE CAPITAL is a Cornelius, North Carolina based Financial Planning firm with nearly $388,282,637 assets under management, offering retirement planning & investment advisory services to 1740 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154116
SEC#	801-113754
Assets Managed by Firm	$388,282,637
No. of Clients	1740
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1740	$388,282,637
Individuals (other than high net worth individuals)	594	$195,159,401
High net worth individuals	108	$192,639,444
Corporations or other businesses	1	$483,792

More Retirement Planning firms in Cornelius, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

Explore More Retirement Advisors in Cornelius, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.