ASPIRE GROWTH PARTNERS LLC
Adviser information for ASPIRE GROWTH PARTNERS LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,843 | $825.4M |
| Non-Discretionary | 214 | $48.1M |
| Total | 3,057 | $873.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 707 | $159.5M |
| HNW Individuals | 254 | $670.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 17 | $33.2M |
| Charitable organizations | <5 | $2.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $7.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120122 |
|---|---|
| SEC ERA File Number | 801-120122 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312063 |
| Legal Entity Identifier | None |
Principal Office
10540 VIA TORINO WAYMIROMAR LAKES
FL
United States
Monday - Friday, 8:00 TO 4:00
Tel: (330) 239-1776, Fax: (330) 239-2244
Chief Compliance Officer
RICHARD H. HARRIS
FINANCIAL ADVISOR
1180 MEDINA ROAD
MEDINA
OH
United States
Tel:
(330) 239-1776
Fax:
(330) 239-2244
R***@***********************M
(Full email address available in API data)
Regulatory Contact
STEVEN S. ZANGMEISTER
PRINCIPAL
10540 VIA TORINO WAY
MIROMAR LAKES
FL
United States
Tel:
(330) 239-1776
Fax:
(330) 239-2244
S*****@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZANGMEISTER, STEVEN, S | Individual | – | MANAGING MEMBER / PRINCIPAL | 12/2020 | > 75% |
| HARRIS, RICHARD, HARRINGTON | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2020 | < 5% |