Aris Wealth Services Inc is a large advisory firm based in State College. It manages $1.68 billion of regulatory assets for 6,787 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 39 other states.
Aris Wealth Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aris Wealth Services Inc is $1.68 billion. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Aris Wealth Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Doug Jon Planeta has been acting as President since 1 Jun 2001. Davin Andrew Gibbins has served as the Chief Investment Officer since 1 Jun 2003. John Salvatore Battaglia joined the executive team most recently as the Director, President.
The principal office where Aris Wealth Services Inc performs its advisory services is located at 270 Walker Dr, State College, PA 16801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 814-231-3710 or by fax 814-231-2222. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at aris.lightport.com/welcome.asp.