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ASPECT PARTNERS, LLC
8500 Executive Park Ave
Suite 400
Fairfax, Virginia 22031
Tel: 703-916-8400
About ASPECT PARTNERS, LLC
ASPECT PARTNERS, LLC, formally registered with the SEC as ASPECT PARTNERS, LLC. The firm was established in 11/07/2022. They have over 2 offices throughout the country.
ASPECT PARTNERS, LLC is a Fairfax, Virginia based Financial Planning firm with nearly $301,695,505 assets under management, offering retirement planning & investment advisory services to 931 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307273 |
| SEC# | 801-126851 |
| Assets Managed by Firm | $301,695,505 |
| No. of Clients | 931 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 931 | $301,695,505 |
| Individuals (other than high net worth individuals) | 263 | $70,736,435 |
| High net worth individuals | 124 | $196,423,313 |
| Pension and profit sharing plans | 58 | $31,686,082 |
| Corporations or other businesses | Fewer than 5 clients | $217,504 |
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|---|---|---|---|
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