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ASPIRE ADVISORS, LLC
CRD 150652 · SEC 801-77599
661 NORTH BROADWAY, NORTH WHITE PLAINS, NY, 10603, United States
Phone
877-760-3540
Fax
914-993-9628
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.2M
Discretionary AUM
$109.2M
Team
8 total employees; 6 advisory reps; 23 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $23.0M |
| High net worth individuals | 34 | $77.3M |
| Corporations/business entities | 1 | $8.9M |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD