ASPIRE PRIVATE CAPITAL - Financial Advisor in North Carolina, Cornelius

Tel: 704-237-9927 19410 Jetton Road Suite 110 Cornelius, North Carolina 28031

About ASPIRE PRIVATE CAPITAL

ASPIRE PRIVATE CAPITAL is a Cornelius, North Carolina based financial advisory firm with nearly $388,282,637 in assets under management and provides investment advisory services for 1740 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

154116

Firm SEC#:

801-113754

Assets Under Management:

$388,282,637

No. of Clients:

1740

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM

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Top Financial Advisory Firms in North Carolina, Cornelius

FirmCRD#:144230

SEC#:801-88185

No. of Advisors:4

No. of Clients:251

AUM:$202,617,451

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

POWELL WEALTH

144230

801-88185

251

$202,617,451

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