ASPIRE PRIVATE WEALTH COUNSEL, LLC

KNOXVILLE, Tennessee·3 registered advisors·CRD# 282582
SEC# 801-1279370865-500-8965
01

Firm Overview

AUM
$129M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEE SHARING ARRANGEMENTS WITH INSURANCE BROKER
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASPIRE PRIVATE WEALTH COUNSEL, LLC

3 registered advisors
Cheryl Rene Dortch
KNOXVILLE, Tennessee
Erich Thomas Von Geis
KNOXVILLE, Tennessee
Philip Brian Dortch
KNOXVILLE, Tennessee
05

Office Locations

KNOXVILLE, Tennessee
3 advisors

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Data sourced from SEC Form ADV filings. ASPIRE PRIVATE WEALTH COUNSEL, LLC (CRD# 282582) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.