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Cliff C Loh

Aspiriant, LLC

Mountain View, CA

Los Angeles, CA

CRD 5465489

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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 2018-06-18
  • CA RA
    APPROVED
    Since 2018-06-18

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

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
Stanford Investment Group, Inc. Mountain View CA 02/2015 01/2017
Aspiriant, Llc Mountain View CA 02/2017 01/2018
Aspiriant, Llc Mountain View CA 03/2022 Present
Aspiriant, Llc Mountain View CA 01/2018 02/2022
  • 02/2015 → 01/2017
    Stanford Investment Group, Inc.
    Mountain View, CA
  • 02/2017 → 01/2018
    Aspiriant, Llc
    Mountain View, CA
  • 03/2022 → Present
    Aspiriant, Llc
    Mountain View, CA
  • 01/2018 → 02/2022
    Aspiriant, Llc
    Mountain View, CA
Previous Registrations
  • 2016-01-06 → 2017-03-28
    Stanford Investment Group, Inc.
    Mountain View, CA
  • 2007-12-21 → 2009-02-27
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-06
  • S65 Uniform Investment Adviser Law Examination
    2016-01-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC
EL CAMINO GLOBAL CAPITAL, LLC

Nearby Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas

Nearby Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA

More in Mountain View, CA

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