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Philip James Kastenholz

Aspiriant, LLC

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About Philip James Kastenholz

Philip Kastenholz is an investment advisor representative with Aspiriant, LLC. Philip has been with Aspiriant, LLC since June 2012. Philip has a Series 63 and a Series 65 license and is registered with the state of Wisconsin. Philip is a Chartered Financial Analyst (CFA). Philip is a financial professional who is dedicated to helping individuals and families achieve their financial goals. Philip has a strong understanding of the financial markets and a commitment to providing personalized advice.

Firm Information

Philip Kastenholz is currently registered with Aspiriant, LLC. Aspiriant, LLC is a registered investment advisor headquartered in Los Angeles, CA. The firm provides a range of financial planning and investment management services to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. Aspiriant manages approximately $14.83 billion in regulatory assets under management, with a focus on discretionary portfolio management. The firm also offers educational seminars and publications, as well as selection of other advisors, in support of its clients' financial goals.
Aspiriant, LLC

11100 SANTA MONICA BLVD

LOS ANGELES, CA 90025

$14.83B

Assets Under Management

26

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Kastenholz’s Registration & Firm History

WI

07/09/2012 - Present

Aspiriant, LLC (Pewaukee WI)

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Licenses & Designations

BC

Issued 12/05/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/28/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip James Kastenholz.
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