Overview
Assets Under Management: $286 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 40
Average Client Assets: $5 million
Frequently Asked Questions
ASPEN INVESTMENT MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112081), ASPEN INVESTMENT MANAGEMENT INC. is subject to fiduciary duty under federal law.
ASPEN INVESTMENT MANAGEMENT INC. is headquartered in GRAND RAPIDS, MI.
ASPEN INVESTMENT MANAGEMENT INC. serves 40 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, ASPEN INVESTMENT MANAGEMENT INC. offers portfolio management for individuals. View all service details ↓
ASPEN INVESTMENT MANAGEMENT INC. manages $286 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, ASPEN INVESTMENT MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.18
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 540
Discretionary Accounts: 537
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 112081
Last Filing Date: 2025-02-06 00:00:00
Website: https://aspenim.com