ASPECT PARTNERS, LLC

FAIRFAX, Virginia·2 registered advisors·CRD# 307273
SEC# 801-1268511703-916-8400
01

Firm Overview

AUM
$302M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASPECT PARTNERS, LLC

2 registered advisors
Bard Daniel Malovany
FAIRFAX, Virginia
Lindsey Andrea Vardi
FAIRFAX, Virginia
05

Office Locations

FAIRFAX, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. ASPECT PARTNERS, LLC (CRD# 307273) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.