Aspen Capital Management

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Last updated: February 23rd, 2020. Data source: SEC filings.

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Aspen Capital Management, federally registered in 2004, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 advisors. Aspen Capital Management manages $497.2 million and provides investment advisory services for 155 clients (1:52 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted Less than 1%
Minimum Investment $500,000
Average Client Balance $3,207,873
Total AUM $497.2 million
Advisor / Client Ratio 1:52
Headquarters Boise, ID
SEC Filings View SEC IAPD CRD #119050
State(s) Registered ID

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.