ARISTON WEALTH MANAGEMENT, L.P.

CHICAGO, Illinois·3 registered advisors·CRD# 158220

SEC# 801-725713122838408

01

Firm Overview

AUM

$29M

Regulatory assets under management

Employees

15

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Retirement Planning Wealth Management

04

Advisors at ARISTON WEALTH MANAGEMENT, L.P.

3 registered advisors

Bradford Dale Szczecinski

NEW YORK, New York

NEW YORK, New York

Tamara Susan Kraus

NEW YORK, New York

05

Office Locations

NEW YORK, New York

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Data sourced from SEC Form ADV filings. ARISTON WEALTH MANAGEMENT, L.P. (CRD# 158220) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.