Overview
Assets Under Management: $152 million
Headquarters: SIOUX FALLS, SD
High-Net-Worth Clients: 54
Average Client Assets: $3 million
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