Unclaimed Profile

Michael Putnam Fitzhugh

ASPIRIANT, LLC·SAN FRANCISCO, California

Series 7, Series 63Clean record21 years registeredASPIRIANT, LLC

101 SECOND STREET, SAN FRANCISCO, CA 94105CRD# 2390541Firm CRD# 146720

Profile Verification

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

Identity

Michael Putnam Fitzhugh · SAN FRANCISCO, CA

Registration

CRD #2390541 · ASPIRIANT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASPIRIANT, LLC

ASPIRIANT, LLC

Aug 2008 – Sep 2025

LOS ANGELES, CA

KFQ INVESTMENT ADVISORS LLC

Feb 2008 – May 2008

SAN FRANCISCO, CA

KOCHIS FITZ

Apr 2005 – May 2008

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 25, 2005

Years registered · 21

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 Michael Putnam Fitzhugh offer?

Michael Putnam Fitzhugh specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Putnam Fitzhugh's credentials?

Michael Putnam Fitzhugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Putnam Fitzhugh located?

Michael Putnam Fitzhugh is based in SAN FRANCISCO, California, last registered with ASPIRIANT, LLC.

How does Michael Putnam Fitzhugh charge for services?

Michael Putnam Fitzhugh'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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