ASPIRE WEALTH MANAGEMENT CORPORATION
ASPIRE WEALTH MANAGEMENT CORPORATION of WALTHAM, MA is an SEC-registered investment adviser (CRD 160779). Regulatory assets under management: $379.5M.
Registration
- CRD: 160779
- SEC file number: 801-78407
- Type: Registered investment adviser
- Location: 271 WAVERLEY OAKS ROAD, SUITE 200, WALTHAM, MA, 02452
- Phone: (617) 245-8500
- Latest filing: 2024-03-28
- Regulatory AUM: $379.5M
- Discretionary AUM: $375.9M
- Non-discretionary AUM: $3.6M
- Clients: 4
- Accounts: 1,175
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| D'Agostino A Joseph | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | Livingston, NJ |
| KHOZOZIAN MARK | FOUNDER AND CHIEF EXECUTIVE OFFICER; FOUNDING MEMBER | — |
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