Investment adviser · CRD 104577

ARIS WEALTH SERVICES INC

Investment adviser filing (IA)

STATE COLLEGE, PA, United States · Form ADV filed Jul 8, 2015

Regulatory AUM
$1.68B
Form ADV · Item 5.F
Client accounts
6,787
Accounts, not individual clients
Employees
48
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 8, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

270 WALKER DR
STATE COLLEGE, PA, 16801, United States

CRD 104577

Filing source

Form ADV 933755 · Jul 8, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.