Overview
Assets Under Management: $280 million
Headquarters: ARVADA, CO
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,142
Discretionary Accounts: 1,067
Non-Discretionary Accounts: 75
Regulatory Filings
CRD Number: 307424
Last Filing Date: 2025-01-29 00:00:00
Website: https://aspenwealthstrategies.com