On January 31, 2017, Stanford Investment Group merged into Aspiriant. Aspiriant is a leading independent wealth management firm in the U.S., with more than $10 billion assets under management and advisement. The firm provides a full range of wealth management services for individuals and family office clients throughout the country. Unlike many other wealth management firms, Aspiriant is 100 percent owned by key current and former employees, which ensures its long-term stability and independence. It has offices in Los Angeles, San Francisco, San Diego, Mountain View, New York, Boston, Cincinnati, Milwaukee and Minneapolis. DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.
View Top Employees from Stanford Investment Group, Inc.Website | http://aspiriant.com |
Revenue | $8.2 million |
Employees | 8 (5 on RocketReach) |
Founded | 1982 |
Address | 2570 W. El Camino Real Ste. 520, Mountain View, California 94040, US |
Phone | (650) 941-1717 |
Fax | (650) 941-3131 |
Industry | Investment Management, Finance, Comprehensive Wealth Management, Investment Banking, Financial Planning, Brokerage, 10(b)5-1Planning, Retirement and Estate Planning, Charitable Giving |
SIC | SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Stanford Investment Group, Inc. annual revenue was $8.2 million in 2024.
Alwyn Stanford is the Company Owner of Stanford Investment Group, Inc..
5 people are employed at Stanford Investment Group, Inc..
Stanford Investment Group, Inc. is based in Mountain View, California.
The NAICS codes for Stanford Investment Group, Inc. are [523, 52].
The SIC codes for Stanford Investment Group, Inc. are [6211, 621, 62].