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 based in Los Angeles, California, working with Aspiriant, LLC. Nolan has previously held positions at Aspiriant, LLC, Adventhealth, Walla Walla University, Bright Sky Hospice, and Glendale Adventist Academy. Nolan has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Nolan is part of Aspiriant, LLC, which operates out of Los Angeles, California. The firm has 9 offices and 204 employees. The firm manages assets totaling $14.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Aspiriant, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

$14,831,440,000

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

204

CA Average: 43
Total Number of Accounts

11,103

CA Average: 3,727
Average Account Size

$1,335,805

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

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

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
John Allen
Los Angeles, CA
Jason Kiss
Los Angeles, CA
Devin Cruise
Los Angeles, CA
Daniel Moas
Los Angeles, CA
Sam Lee
Los Angeles, CA
Corey Mader
Waukesha, WI
Vanessa Franco
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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