$69.5M Total AUM
$60.8M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-06-1997
- Office Locations
- 1
Office Locations
104 N. School ST #216 Lodi CA
About Aspire Advisory Services
Aspire Advisory Services is a Lodi-based RIA. The firm has been operating for 28 years. Managing $69.5M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Team overview
-- AVG AGE
$69.5M AVG AUM / ADVISOR
$868.7K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID ALLEN WORCESTER JR
Owner
- CRD
- #1295942
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,756,000 | -- |
| Non-Discretionary | $8,737,000 | -- |
| Total | $69,493,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing