Unclaimed Profile

Sandra Leigh Bragar

ASPIRIANT, LLC·LOS ANGELES, California

Clean record20 years registeredASPIRIANT, LLC

11100 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 4533687Firm CRD# 146720

Profile Verification

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

Identity

Sandra Leigh Bragar · LOS ANGELES, CA

Registration

CRD #4533687 · ASPIRIANT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ASPIRIANT, LLC

Aug 2008 – present

KFQ INVESTMENT ADVISORS LLC

Jan 2008 – May 2008

SAN FRANCISCO, CA

KOCHIS FITZ

May 2006 – May 2008

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · May 1, 2006

Years registered · 20

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 Sandra Leigh Bragar offer?

Sandra Leigh Bragar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Sandra Leigh Bragar's credentials?

Sandra Leigh Bragar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandra Leigh Bragar located?

Sandra Leigh Bragar is based in LOS ANGELES, California, working with ASPIRIANT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Sandra Leigh Bragar charge for services?

Sandra Leigh Bragar'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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