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ASPIRE WEALTH ADVISORY GROUP

Business and Investment Profile

The ASPIRE WEALTH ADVISORY GROUP is a privately held investment adviser that advises $6.17mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ASPIRE WEALTH ADVISORY GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets remained the same over the last few years.

Regulatory Profile

The Group has been registered with the SEC for 0.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1 ROCKEFELLER PLAZA FLOOR 23, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $6.17mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 0 types of clients.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

ASPIRE WEALTH ADVISORY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ASPIRE WEALTH ADVISORY GROUP

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Keywords: Aspire Wealth Advisory Group, Aspire
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