Ariston Services Group, LLC is a large advisory firm based in San Diego. It manages $437.09 million of regulatory assets for 238 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Louisiana, and Texas.
Ariston Services Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ariston Services Group, LLC is $437.09 million. The firm's AUM has grown by 520% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ariston Services Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Ariston Services Group is high net worth individuals with 30 clients and $426.25 million of assets under management. Among the 8 most similar advisory firms, Ariston Services Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $437.09 million for 63 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ariston Services Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ariston Services Group, LLC performs its advisory services is located at 750 B Street, San Diego, CA 92101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-241-2326 or by fax 619-794-0127. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at aristonservicesgroup.com.