CRD: 146255
Ariston Services Group, LLC
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- Custodian
- Charles Schwab & Company · City National Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-05-2008
- Office Locations
- 1
Office Locations
About Ariston Services Group, LLC
Ariston Services Group is an independent, privately owned, fee-only investment management and financial planning firm in San Diego (founded 2008) serving high-net-worth individuals and families. The team delivers custom, holistic wealth management focused on preserving and growing multigenerational legacies, including coordinating with clients’ CPAs and trust/tax attorneys. Portfolios can include both public markets and researched private investment opportunities, delivered via a boutique, high-touch model for a select client base.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER EMMANUEL SHENAS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1720963
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EDUARDO DEL NEGRO CIUFFO
Portfolio Manager | Wealth Advisor
- CRD
- #5778574
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,800,730 | $1,891,840 |
| Non-Discretionary | $156,175,444 | $6,507,310 |
| Total | $526,976,174 | $2,395,346 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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