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Aspiriant, LLC CRD 146720
$18.0B regulatory AUM 24 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-12 |
| CA | RA | APPROVED | 2017-02-01 |
Branch Locations
2570 W. El Camino Real Suite 520, Mountain View, CA 94040 • United States
11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stanford Investment Group, Inc. | Mountain View | CA | 04/2004 | 02/2017 |
| Aspiriant | Mountain View | CA | 02/2017 | 12/2019 |
| Aspiriant | Mountain View | CA | 01/2020 | Present |
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