Overview
Assets Under Management: $286 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 40
Average Client Assets: $5 million
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