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Company Information

Get to know Aristata Financial

Founded in 2022, Aristata Financial is an independent registered investment adviser based in Colorado Springs. The firm operates on a fiduciary, fee-only basis, meaning it is legally obligated to act in its clients' best interests and is compensated directly by clients rather than through commissions. Their mission is to demystify the financial planning process through a holistic approach that integrates comprehensive financial planning with disciplined investment management, helping clients achieve their long-term financial goals.

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Financial Wealth ManagementPRIMARY
Financial Financial Advisement
Financial Other Service

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Aristata Financial

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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TrustFinance

(968 reviews)

Singapore

2020

(5 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.