January 17, 2017 8:57 AM ET

Capital Markets

Company Overview of Aspiriant, LLC

Company Overview

Aspiriant, LLC is an employee owned investment manager. The firm also provides financial planning and family office services to its clients. It primarily provides its services to individuals typically high net worth individuals, pooled investment vehicles, charitable organizations, corporations, family limited partnerships, and trusts. The firm manages separate client focused portfolios for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in mutual funds, exchange traded funds, and exchange traded notes. It seeks to invest in value stocks of small-cap and large-cap companies. The firm benchmarks the performance of its portfolio aga...

11100 Santa Monica Boulevard

Suite 600

Los Angeles, CA 90025

United States

Founded in 1991

Phone:

415-371-7800

Fax:

415-371-7801

Key Executives for Aspiriant, LLC

Chief Executive Officer, Principal, Chairman of the Managing Committee, and Member of the Business Development Committee
Chief Operating Officer and Principal
Director of Wealth Management, Principal, Member of Private Equity Committee, and Member of Real Assets Committee
Age: 61
Director of Finance and Administration, Principal, Member of Administration Committee, Member of Technology Committee, and Member of Operations Committee
Director of Wealth Management, Principal, Member of Real Assets Committee, and Chairman of Board of Directors
Compensation as of Fiscal Year 2016.

Aspiriant, LLC Key Developments

Aspiriant Opens Latest Office in Irvine, California

Aspiriant announced the opening of its latest office in Irvine, California, bringing the total number of locations across the U.S. to eight. Aspiriant is an innovative wealth management firm engineered to serve affluent clients and their families for generations and the firm is bringing its services to the Orange County market. Aspiriant clients get a custom mix of services that support their wealth management needs including investment management, tax planning, tax compliance, estate planning, document drafting, philanthropic planning and foundation management. Aspiriant’s full outsourced Family Office services are also available at the Orange County office.

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