Talia
Pierluissi
Aspiriant, LLC
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About this Advisor
Talia Pierluissi is a financial advisor operating in Mountain View, California with 6 years of industry experience. Pierluissi is an employee of Aspiriant, LLC. During their career, the advisor has held roles at Stanford Investment Group, Inc and Aspiriant. Pierluissi has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California and Texas. Aspiriant, LLC is an advisory firm based out of Los Angeles, CA. The firm has offices in nine locations and a total of 197 financial advisors. It controls $13 billion in total assets among its 10,745 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 10,745 accounts, 67% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a number 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 advisory fee schedules typically are based on the type of services. However, fee types charged by Aspiriant, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspiriant, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$13,118,061,000
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
197
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
10,745
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$1,220,853
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
Talia Pierluissi Work History
Talia has been registered as a financial advisor for 6 years.*
Aspiriant
Stanford Investment Group, Inc
*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 Talia Pierluissi 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
Mountain View, CA
Los Angeles, CA
San Diego, CA
Waukesha, WI
Cincinnati, OH
Hopkins, MN
Los Angeles, CA
Los Angeles, CA
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