1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASPEN FINANCIAL MANAGEMENT, INC.

Map pin
Phone775-575-7070
NotebookSEC #801-68988
Total AUM
$36.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
775-575-7070

ReceiptFinancials

Total AUM
$36.7M
Accounts
480
Discretionary
$34.7M
Accounts
478
Non-Discretionary
$2M
Accounts
2

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
CAFLINKYNMNVTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account