Aspiriant:
Providing Customized Investment Management Services
Recently Released!!!
Date Published: January 27, 2014
Summary PowerPoint Deck: 17 Slides
Reference PowerPoint Deck: 30 Slides
Aspiriant was founded by Tim Kochis & Linda Fitz in 1991 and is based in San Francisco, CA. The firm has 68 employees, 385 clients, 2,493 accounts, $5.0 billion assets under management, and is led by its CEO Rob Francais. Its web site can be found at www.aspiriant.com.
And its profile concludes with the highlights of its organizational structure & ownership.
Date Published: January 27, 2014
Summary PowerPoint Deck: 17 Slides
Reference PowerPoint Deck: 30 Slides
Aspiriant was founded by Tim Kochis & Linda Fitz in 1991 and is based in San Francisco, CA. The firm has 68 employees, 385 clients, 2,493 accounts, $5.0 billion assets under management, and is led by its CEO Rob Francais. Its web site can be found at www.aspiriant.com.
Aspiriant's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Early Phase
- Success Phase
- Aspiriant Phase
Its profile includes detailed outlines of its core services:
- Services One
- Services Two
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
