Michelle
George

Aspire Capital Advisors LLC

CRD#6459154
Investment Advisor
in Seattle, WA

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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

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1815 North 45Th Street Suite 105
Seattle, WA 98103

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Aspire Capital Advisors LLC Brokerage Details

Total Assets Under Management

$565,237,844

WA Average: $3,566,627,242
Total Number of Employees

12

WA Average: 46
Total Number of Accounts

3,559

WA Average: 1,499
Average Account Size

$158,819

WA Average: $2,379,338

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.*

2021 - Present (3 years)

Aspire Capital Advisors LLC

2010 - Present (14 years)

Bovey & Assoc

2020 - 2021 (1 year)

Securities America, Inc

2020 - 2021 (1 year)

Arbor Point Advisors

2017 - 2020 (3 years)

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

Michelle George
Seattle, WA
Angela Giboney
Seattle, WA
Charles Scheinbaum
Seattle, WA
John Flavin
Seattle, WA
Shaun Dean
Kirkland, WA
Timothy Bovey
Seattle, WA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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