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ASPIRE PRIVATE CAPITAL, LLC
ASPIRE PRIVATE CAPITAL, LLC
ASPIRE PRIVATE CAPITAL
CORNELIUS, North Carolina
·
3 registered advisors
·
CRD# 154116
SEC# 801-113754
1
704-237-9927
01
Firm Overview
AUM
$388M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ASPIRE PRIVATE CAPITAL, LLC
3 registered advisors
John Bryan Philpott
CORNELIUS, North Carolina
CRD# 4758501
Thomas Keith Kelly
CORNELIUS, North Carolina
CRD# 6031261
Tina M Armada-Eynard
CORNELIUS, North Carolina
CRD# 7638838
05
Office Locations
CORNELIUS, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. ASPIRE PRIVATE CAPITAL, LLC (CRD# 154116) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.