$41.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
209 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2012
- Office Locations
- 1
Office Locations
510 East High Street Ebensburg PA
About Aspire Financial, Inc.
Aspire Financial, Inc. is a Ebensburg-based RIA. The firm has been operating for 14 years. Managing $41.2M in total assets under management, with 3 advisory representatives. They custody assets with Assetmark and Trade-PMR.
Team overview
-- AVG AGE
$13.7M AVG AUM / ADVISOR
$197.3K AVG AUM / CLIENT
14.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS PATRICK CRISTE
DIRECTOR
- CRD
- #2305867
- Ownership
- 25% but less than 50%
Available
Available
Available
P
PATRICK EUGENE LONG
Chief Compliance Officer, Managing Director, President, Senior Vice President
- CRD
- #2901123
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $41,236,536 | -- |
| Total | $41,236,536 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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