About ARISTOBULUS INVESTMENT MANAGEMENT, LLC
ARISTOBULUS INVESTMENT MANAGEMENT, LLC is a leading financial advisory firm that provides expert guidance and support to clients seeking to grow, manage, and protect their wealth. With a team of experienced advisors and a strong track record of success, the firm is dedicated to helping individuals and businesses achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized financial planning and investment management services tailored to each client’s unique needs and goals
- Offers comprehensive portfolio analysis, risk management strategies, and tax planning solutions
- Guides clients through major life events and helps them stay on track towards their long-term financial objectives
- Utilizes a disciplined and research-driven approach to wealth management, focusing on long-term growth and minimizing risk
Facts and Insights
According to publicly available data, ARISTOBULUS INVESTMENT MANAGEMENT, LLC has over $500 million in assets under management, with a team of 10 advisors and over 20 years in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | Over 20 years |
Financial Services Offered
ARISTOBULUS INVESTMENT MANAGEMENT, LLC offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Cash flow analysis
- College savings planning
Client Types
The firm provides services to a diverse group of clientele, including:
- High net worth individuals
- Business owners
- Professionals
- Retirees
- Families
- Trusts and foundations
- Pensions and endowments
Fees & Compensation
ARISTOBULUS INVESTMENT MANAGEMENT, LLC is committed to transparency and fairness in its fee structure, and charges a percentage of assets under management as its main form of compensation. This ensures that the firm is aligned with its clients’ best interests and incentivized to help them grow their wealth.
Background
ARISTOBULUS INVESTMENT MANAGEMENT, LLC was founded with the goal of providing top-notch investment management and financial planning services to clients looking to achieve their financial goals. The firm’s team of experienced advisors have diverse backgrounds in finance, accounting, and economics, and possess a deep understanding of financial markets and trends.
Financial Advisor Disclosures to Know
As a registered investment advisor, ARISTOBULUS INVESTMENT MANAGEMENT, LLC is required to adhere to strict fiduciary standards, meaning that it must always act in the best interests of its clients. In addition, the firm has a clean regulatory record with no disciplinary actions or regulatory sanctions.