ASPEN CAPITAL MANAGEMENT, LLC

BOISE, ID

208-345-0174

SEC #801-63437

Total AUM

$1.3B

Employees

Clients

475

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

101 S CAPITOL BLVD
SUITE 610
BOISE
ID 83702
United States

Operating Hours

9-4
Monday - Friday

Phone

208-345-0174

Financials

Total AUM

$1.3B

Accounts

1,518

Discretionary

$1.3B

Accounts

1,514

Non-Discretionary

$1.1M

Accounts

Clients

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Individual Clients

159

AUM

$65.8M

HNW Individual Clients

284

AUM

$1.1B

Charitable Organization Clients

AUM

$122.5M

Services

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Services Offered

Financial PlanningIndividual Portfolio Management

Compensation Types

Charges Fixed FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

AZCACOIDMTNCNENYORTXWA

Affiliates

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Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.