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ASPIRE ADVISORY SERVICES
WORCESTER JR, DAVID A
CRD 129828
104 N SCHOOL ST, SUITE 216, LODI, CA, 95240, United States
Phone
209-339-8971
Fax
209-339-8981
Registration
— (—)
Source
State registered
Total AUM
$69.5M
Discretionary AUM
$60.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $21.4M |
| High net worth individuals | 25 | $47.2M |
Official SEC filing: View on IAPD