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Barbara Ann Ingenito

ASPIRE ADVISORS, LLC·NORTH WHITE PLAINS, New York
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661 NORTH BROADWAY, NORTH WHITE PLAINS, NY 10603CRD# 1437512Firm CRD# 150652
01

About

Barbara Ann Ingenito is a registered financial advisor based in NORTH WHITE PLAINS, New York, affiliated with ASPIRE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASPIRE ADVISORS, LLC
ASPIRE ADVISORS, LLC
AUM
$105M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1437512
Firm CRD# 150652
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Ann Ingenito offer?
Barbara Ann Ingenito specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH WHITE PLAINS, New York for a consultation.
What are Barbara Ann Ingenito's credentials?
Barbara Ann Ingenito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Ann Ingenito located?
Barbara Ann Ingenito is based in NORTH WHITE PLAINS, New York, working with ASPIRE ADVISORS, LLC. Their office serves clients in the NORTH WHITE PLAINS metropolitan area and surrounding communities.
How does Barbara Ann Ingenito charge for services?
Barbara Ann Ingenito'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 ASPIRE ADVISORS, LLC?
ASPIRE ADVISORS, LLC has approximately 6 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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