Unclaimed Profile

Brett Allen Gookin

ASPIRIANT, LLC·SAN FRANCISCO, California

Clean recordASPIRIANT, LLC

50 CALIFORNIA STREET, SAN FRANCISCO, CA 94111CRD# 3148230Firm CRD# 146720

Profile Verification

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

Identity

Brett Allen Gookin · SAN FRANCISCO, CA

Registration

CRD #3148230 · ASPIRIANT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brett Allen Gookin is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ASPIRIANT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Brett

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brett is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ASPIRIANT, LLC

AUM

$14.8B

Regulatory assets under management

Employees

204

Total firm employees

View all advisors at ASPIRIANT, LLC →

Services

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 3148230

Firm CRD# 146720

View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brett Allen Gookin offer?

Brett Allen Gookin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Brett Allen Gookin's credentials?

Brett Allen Gookin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Allen Gookin located?

Brett Allen Gookin is based in SAN FRANCISCO, California, working with ASPIRIANT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Brett Allen Gookin charge for services?

Brett Allen Gookin'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →