AG
Albert Gilbert
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Work Experience
Legal Counsel
Present
Company Details
51-200 Employees
On January 31, 2017, Stanford Investment Group merged into Aspiriant. Aspiriant is a leading independent wealth management firm in the U.S., with more than $10 billion assets under management and advisement. The firm provides a full range of wealth management services for individuals and family office clients throughout the country. Unlike many other wealth management firms, Aspiriant is 100 percent owned by key current and former employees, which ensures its long-term stability and independence. It has offices in Los Angeles, San Francisco, San Diego, Mountain View, New York, Boston, Cincinnati, Milwaukee and Minneapolis. DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.
Year Founded
1982
Social Media
Linkedin
Industry
Investment Management
HQ Location
2570 W. El Camino Real, Ste. 520 Mountain View, CA 94040, US
Keywords
Comprehensive Wealth ManagementFinancial Planning10(b)5-1PlanningRetirement and Estate PlanningCharitable Giving
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