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Gregory Ryan Schick

Aspiriant, LLC

Los Angeles, CA

San Francisco, CA

CRD 2796483

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Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2008-08-06
TX RA APPROVED 2008-08-06
  • CA RA
    APPROVED
    Since 2008-08-06
  • TX RA
    APPROVED
    Since 2008-08-06

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

50 California Street Suite 2600, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspiriant, Llc San Francisco CA 01/2008 Present
Previous Registrations
  • 2008-02-14 → 2008-05-20
    Kfq Investment Advisors Llc
    San Francisco, CA
  • 2005-07-13 → 2008-05-10
    Kochis Fitz
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-04
S63 Uniform Securities Agent State Law Examination 1996-09-26
  • S65 Uniform Investment Adviser Law Examination
    1996-11-04
  • S63 Uniform Securities Agent State Law Examination
    1996-09-26
Designations
  • Certified Financial Planner
Other Names
  • Gregory Schick

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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