Aspiriant LLC

Full Contact Details

Aspiriant LLC

11100 SANTA MONICA BLVD, SUITE 600, LOS ANGELES, CA

310-806-4000

310-806-4080

Other Info

Aspiriant LLC is legally known as ASPIRIANT, LLC. It is a DE Limited Liability Company. This firm has 155 employees, of which 86 are employees in advisory roles. It serves 65 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 8, 2008.

Aspiriant | Independent Wealth Management - National Financial Advisors

Aspiriant is a leading, national wealth management firm & independent financial advisor providing investment advice, wealth planning & family office services.

Aspiriant Funds

Aspiriant Funds Aspiriant Invest Aspiriant Risk-Managed Municipal Bond Fund Aspiriant Risk-Managed Taxable Bond Fund Aspiriant Defensive Allocation Fund Aspiriant Risk-Managed Equity Allocation Fund Aspiriant Risk-Managed Real Assets Fund Aspiriant Risk-Managed Capital Appreciation Fund Fund Perform…

Direct Owners

ASPIRIANT HOLDINGS S2, LLC
MEMBER owns more than 25% but less than 50%
ASPIRIANT HOLDINGS S5, LLC
MEMBER owns more than 5% but less than 10%
ASPIRIANT HOLDINGS, LLC
MEMBER owns more than 25% but less than 50%
BRET MAGPIONG
CHIEF PRACTICE OFFICER owns less than 5%
CARL DAVID FORSTER
DIRECTOR owns less than 5%
DOUGLAS STANTON HENDRICKSON
CHIEF FINANCIAL OFFICER owns less than 5%
JOHN DAVID ALLEN
CHIEF INVESTMENT OFFICER owns less than 5%
KAREN RUTH BLODGETT
BOARD OF DIRECTORS - CHAIR owns less than 5%
KENNETH JEFFERY ANDERSON
DIRECTOR owns more than 5% but less than 10%
LORRAINE SUSAN FOX
DIRECTOR owns less than 5%
MARC SANGREE PRIMIANI
GENERAL COUNSEL owns more than 5% but less than 10%
MARK PETRIE
DIRECTOR owns less than 5%
MICHAEL HARRIS KOSSMAN
CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%
PAUL JOHN NIKOLAI
DIRECTOR owns less than 5%
ROBERT JOSEPH FRANCAIS
CHIEF EXECUTIVE OFFICER owns more than 5% but less than 10%
THOMAS GREGORY TRACY
CHIEF CLIENT AND PLANNING OFFICER,DIRECTOR owns more than 5% but less than 10%

Indirect Owners

HELEN ANN DIETZ
MEMBER owns more than 50% but less than 75%

Custodians

FIDELITY BROKERAGE SERVICES LLC
United States

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Aug 6, 2019

All Holdings of the Aspiriant LLC