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ARISTON SERVICES GROUP, LLC
CRD 146255 · SEC 801-68830
750 B STREET, SUITE 1940, SAN DIEGO, CA, 92101, United States
Phone
619-241-2326
Fax
619-794-0127
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$527.0M
Discretionary AUM
$370.8M
Team
5 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $14.0M |
| High net worth individuals | 29 | $374.5M |
| Pooled investment vehicles | 1 | $138.5M |
States served
CA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD