Overview
Assets Under Management: $152 million
Headquarters: SIOUX FALLS, SD
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Frequently Asked Questions
ASPEN PRIVATE ADVISORS, LLC 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 #297639), ASPEN PRIVATE ADVISORS, LLC is subject to fiduciary duty under federal law.
ASPEN PRIVATE ADVISORS, LLC is headquartered in SIOUX FALLS, SD.
ASPEN PRIVATE ADVISORS, LLC serves 54 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, ASPEN PRIVATE ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ASPEN PRIVATE ADVISORS, LLC manages $152 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, ASPEN PRIVATE ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 439
Discretionary Accounts: 439
Regulatory Filings
CRD Number: 297639
Last Filing Date: 2024-03-14 00:00:00
Website: https://aspenpa.com