$4.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
0 Employees
20 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 08-20-2012
- Office Locations
- 1
Office Locations
-- Concord MA
About Aspire Financial Advisors, Inc.
Aspire Financial Advisors, Inc. is a Concord, MA RIA focused on planning-driven advice for families and faith-based organizations, with resources on college funding strategies, charitable giving, and tax-aware legacy planning. The firm supports stewardship education for churches, including investment policy statements, and builds portfolios that make use of ETFs alongside mutual funds.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$247.4K AVG AUM / CLIENT
13.8 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
13yrs Firm Age
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Asset Classes
Oak focus Bridge momentum Quantum Pathway signal
Custodian
Ember Value Frontier Frontier momentum Wave glacier
Investment Themes
Timber Zenith Eagle capital
Investment Vehicles
Signal atlas Vector
Services
Signal Catalyst radial Harbor Summit Alpha crest Summit Prime Catalyst beacon Prime Frontier element
Technology
Optima
Owner & Executives
JOHN FREDERICK HARRISON
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2129954
- Ownership
- 75% or more
(761) 818-7038
ridge.optima@peakcapital.com
in linkedin.com/in/vital-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,948,405 | -- |
| Total | $4,948,405 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,948,405
Equity - Exchange:
11.0% Equity - OTC:
23.0% Cash:
13.0% U.S. Government/Agency:
53.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $459,451,914 | 11.0% |
| Equity - OTC | $960,672,184 | 23.0% |
| Cash | $542,988,626 | 13.0% |
| U.S. Government/Agency | $2,213,722,860 | 53.0% |
| Total | $4,176,835,584 | 100.0% |