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ARISTOTLE INVESTMENT SERVICES, LLC

NEWPORT BEACH, CA · CRD 324207 · IAPD ↗ · (949) 681-2100

$16.50BRegulatory AUM
7Advisory reps
27Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2024 — ARISTOTLE INVESTMENT SERVICES, LLC reported RAUM up 25% ($10.69B -> $13.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.