Nolan
Alinsod

Aspiriant, LLC

CRD#7644878
Investment Advisor
in Los Angeles, CA

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About this Advisor

Nolan Alinsod is a financial advisor who works in Los Angeles, California with 1 year of relevant experience. Alinsod is an employee of Aspiriant, LLC. Alinsod has gained experience at Aspiriant, LLC, Adventhealth, Walla Walla University, Bright Sky Hospice, Glendale Adventist Academy and Glendale Adventist Elementary School. Alinsod has a Series 65 license, certifying them as an investment advisor representative, and can work in California. Aspiriant, LLC is an advisory firm operating out of Los Angeles, CA. The company has offices in nine locations and a total of 197 employees. It handles $13 billion in assets across its 10,745 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 10,745 accounts, 67% are held by high-net-worth clients who have at least $1 million in assets. Aspiriant, LLC provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees depend on which services the firm provides the client. Fee types billed by Aspiriant, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11100 Santa Monica Blvd Suite 600
Los Angeles, CA 90025

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Aspiriant, LLC Brokerage Details

Total Assets Under Management

$13,118,061,000

CA Average: $7,578,581,321
Total Number of Employees

197

CA Average: 43
Total Number of Accounts

10,745

CA Average: 3,727
Average Account Size

$1,220,853

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nolan Alinsod Work History

Nolan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Aspiriant, LLC

2021 - 2022 (1 year)

Aspiriant, LLC

2020 - 2020 (< 1 year)

Adventhealth

2018 - 2021 (3 years)

Walla Walla University

2017 - 2021 (4 years)

Walla Walla University

2017 - 2018 (1 year)

Bright Sky Hospice

2017 - 2021 (4 years)

Walla Walla University

2013 - 2017 (4 years)

Glendale Adventist Academy

2012 - 2013 (1 year)

Glendale Adventist Elementary School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nolan Alinsod to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aspiriant, LLC

Regina Wohl
Mountain View, CA
Ami Aranha
San Diego, CA
Mindy Tankel
Los Angeles, CA
Philip Kastenholz
Waukesha, WI
Peter Schwartz
Cincinnati, OH
Owen Reynolds
Los Angeles, CA
Ryan Nelson
Los Angeles, CA
Adam Stanley
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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