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Building 2ASPEN PRIVATE ADVISORS, LLC

Map pinSIOUX FALLS, SD
Phone605-951-9620
NotebookSEC #801-113814
Total AUM
$199.9M
Employees
5
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5201 SOUTH WESTERN AVENUE
SUITE 103
SIOUX FALLS
SD 57108
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
605-951-9620

ReceiptFinancials

Total AUM
$199.9M
Accounts
475
Discretionary
$199.9M
Accounts
475
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$24.6M
HNW Individual Clients
61
AUM
$170.3M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNSDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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