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James Rank

ASPIRE ADVISORS, LLC·NORTH WHITE PLAINS, New York
Clean recordASPIRE ADVISORS, LLC
661 NORTH BROADWAY, NORTH WHITE PLAINS, NY 10603CRD# 4772618Firm CRD# 150652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Rank · NORTH WHITE PLAINS, NY
Registration
CRD #4772618 · ASPIRE ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Rank 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
Introduction

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03

Firm Overview

Firm
ASPIRE ADVISORS, LLC
ASPIRE ADVISORS, LLC
AUM
$105M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ASPIRE ADVISORS, LLC →
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# 4772618
Firm CRD# 150652
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Rank offer?
James Rank specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTH WHITE PLAINS, New York for a consultation.
What are James Rank's credentials?
James Rank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Rank located?
James Rank 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 James Rank charge for services?
James Rank'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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Other Advisors at ASPIRE ADVISORS, LLC

John Joseph Hamilton
NORTH WHITE PLAINS, NY
Barbara Ann Ingenito
NORTH WHITE PLAINS, NY
Lindsay Shea Hamilton
NORTH WHITE PLAINS, NY

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
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Research
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