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Holmes Lorraine Meagan

ASPIRATION FUND ADVISER, LLC·MARINA DEL REY, California
SIE, Series 7, Series 63Clean recordASPIRATION FUND ADVISER, LLC
4640 ADMIRALTY WAY, MARINA DEL REY, CA 90292CRD# 6338945Firm CRD# 169854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Holmes Lorraine Meagan · MARINA DEL REY, CA
Registration
CRD #6338945 · ASPIRATION FUND ADVISER, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ASPIRATION FUND ADVISER, LLC
CRD 169854 · SEC 801-80317
AUM
$147M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by ASPIRATION FUND ADVISER, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at ASPIRATION FUND ADVISER, LLC →
Introduction

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04

Frequently Asked Questions

What services does Holmes Lorraine Meagan offer?
Holmes Lorraine Meagan specializes in Investment Management. Contact their office in MARINA DEL REY, California for a consultation.
What are Holmes Lorraine Meagan's credentials?
Holmes Lorraine Meagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holmes Lorraine Meagan located?
Holmes Lorraine Meagan is based in MARINA DEL REY, California, working with ASPIRATION FUND ADVISER, LLC. Their office serves clients in the MARINA DEL REY metropolitan area and surrounding communities.
How does Holmes Lorraine Meagan charge for services?
Holmes Lorraine Meagan's firm is compensated through other: please see schedule d - miscellaneous.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPIRATION FUND ADVISER, LLC?
ASPIRATION FUND ADVISER, LLC has approximately 5 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASPIRATION FUND ADVISER, LLC

Olivia Anne Albrecht Pieter
MARINA DEL REY, CA
Michael Joseph Shuckerow
MARINA DEL REY, CA
Meredith Willis Geldhauser
MARINA DEL REY, CA

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