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- Custodian
- Assetmark ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2012
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 209 clients, or 69.7 clients per representative. That equates to $197.3K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on January 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Aspire Financial, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS PATRICK CRISTE
DIRECTOR
- CRD
- #2305867
- Ownership
- 25% but less than 50%
PATRICK EUGENE LONG
Chief Compliance Officer, Managing Director, President, Senior Vice President
- CRD
- #2901123
- Ownership
- 25% but less than 50%
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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
SMA allocation detail is available
Aspire Financial, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.