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Building 2ASPEN INVESTMENT MANAGEMENT INC.

Map pinGRAND RAPIDS, MI
Phone616-361-2500
NotebookSEC #801-58191
Total AUM
$452.5M
Employees
5
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4020 E. BELTLINE AVE NE
STE 103
GRAND RAPIDS
MI 49525
United States
Operating Hours
9:30AM - 5:00PM
Monday - Friday
Phone
616-361-2500

ReceiptFinancials

Total AUM
$452.5M
Accounts
617
Discretionary
$448.5M
Accounts
564
Non-Discretionary
$3.9M
Accounts
53

ContactClients

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Individual Clients
201
AUM
$146.9M
HNW Individual Clients
55
AUM
$301.6M
Charitable Organization Clients
1
AUM
$3M
Corporation or Business Clients
1
AUM
$884.7K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMINHTX

HandshakeAffiliates

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

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