President & Chief Investment Officer · Aspire Advisors, LLC
James Rank
CRD 4772618 · Named on Form ADV at one SEC-registered adviser
At a glance
Aspire Advisors, LLC, an SEC-registered wealth manager based in North White Plains, NY with $109 million in regulatory assets, lists James Rank on its Form ADV as President & Chief Investment Officer, a control person.
Firms and roles
- Aspire Advisors, LLCPresident & Chief Investment OfficerWealth manager · North White Plains, NY · $109M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John J. HamiltonManaging Member, Aspire Advisors, LLC
- Barbara A. IngenitoExecutive Vice President, Aspire Advisors, LLC
- Lindsay S. HamiltonChief Compliance Officer, Aspire Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.