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ASPECT PARTNERS, LLC
CRD 307273 · SEC 801-126851
2677 PROSPERITY AVE, SUITE 380, FAIRFAX, VA, 22031, United States
Phone
703-916-8400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$418.2M
Discretionary AUM
$411.8M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $42.5M |
| High net worth individuals | 126 | $354.4M |
| Pension/profit sharing plans | 7 | $17.6M |
States served
CA, DC, MD, NY, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD