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Building 2ASPEN GROVE CAPITAL, LLC

Map pinAVON, CO
Phone970-688-4188
NotebookSEC #801-78138
Total AUM
$6.7B
Employees
22
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
137 BENCHMARK ROAD
SUITE C103B-2
AVON
CO 81620
United States
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
970-688-4188
Other Offices
1

ReceiptFinancials

Total AUM
$6.7B
Accounts
3,287
Discretionary
$5.5B
Accounts
3,076
Non-Discretionary
$1.1B
Accounts
211

ContactClients

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Individual Clients
40
AUM
$6.6B
Pooled Vehicle Clients
2
AUM
$23.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BILL PAYING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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