Michelle
George
Aspire Capital Advisors LLC
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About this Advisor
Michelle George is a financial advisor working out of Seattle, Washington with a total of 2 years of industry experience. George works at Aspire Capital Advisors LLC. Their career trajectory has included roles at Bovey & Assoc, Kms Financial Services, Inc, Securities America, Inc, Arbor Point Advisors and Aspire Capital Advisors LLC. George maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Aspire Capital Advisors LLC is a financial advisory business that has its headquarters in Seattle, WA. The company has offices in two locations and a total of 12 financial advisors. It administers $565 million in assets under management among its 3,559 accounts, placing it among the larger firms in the United States by assets under management. Of its 3,559 client accounts, just 8% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. Fees billed by Aspire Capital Advisors LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspire Capital Advisors LLC Brokerage Details
$565,237,844
12
3,559
$158,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michelle George Work History
Michelle has been registered as a financial advisor for 2 years.*
Aspire Capital Advisors LLC
Bovey & Assoc
Securities America, Inc
Arbor Point Advisors
Kms Financial Services, 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 Michelle George 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 Aspire Capital Advisors LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Kirkland, WA
Seattle, WA
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