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ASPIRE GROWTH PARTNERS LLC
CRD 312063 · SEC 801-120122
CA, United States
Phone
(330) 239-1776
Fax
(330) 239-2244
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.19B
Discretionary AUM
$1.13B
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 619 | $184.2M |
| High net worth individuals | 320 | $953.5M |
| Pension/profit sharing plans | 14 | $39.7M |
| Corporations/business entities | 5 | $6.3M |
States served
CA, CO, GA, IL, IN, KY, LA, MD, MI, NE, NY, NC, OH, PA, SC, TN, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD