Unclaimed Profile

Marc Sangree Primiani

ASPIRIANT, LLC·LOS ANGELES, California

Series 65Clean record17 years registeredASPIRIANT, LLC

11100 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 4604852Firm CRD# 146720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Sangree Primiani · LOS ANGELES, CA

Registration

CRD #4604852 · ASPIRIANT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASPIRIANT, LLC

ASPIRIANT, LLC

Feb 2009 – Feb 2023

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 18, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASPIRIANT, LLC

CRD 146720 · SEC 801-68987

AUM

$14.8B

Regulatory assets under management

Employees

204

11,103 client accounts

Services offered by ASPIRIANT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASPIRIANT, LLC →

Introduction

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Frequently Asked Questions

What services does Marc Sangree Primiani offer?

Marc Sangree Primiani specializes in Financial Planning, Investment Management, Wealth Management.

What are Marc Sangree Primiani's credentials?

Marc Sangree Primiani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Sangree Primiani located?

Marc Sangree Primiani is based in LOS ANGELES, California, last registered with ASPIRIANT, LLC.

How does Marc Sangree Primiani charge for services?

Marc Sangree Primiani's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASPIRIANT, LLC?

ASPIRIANT, LLC has approximately 204 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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