ASPEN GOLD FINANCIAL

RIASEC Registered
Total AUM
$3.4M
Discretionary
$1.7M
50% of AUM
Avg account
$162K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
BRIGHTON, Colorado
CRD number
297297
Fee structure
Percentage of AUM, Hourly Charges, Commissions
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aspen Gold Financial is a single-owner limited liability company operating as an independent registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It bills clients through a mix of percentage-of-AUM fees, hourly charges, and commissions. Aspen Gold identifies as a capital allocator and uses third‑party managers to implement some strategies. The firm does not self-identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • ROBERT ELLIOTT

    OwnerCRD 6768167

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BRIGHTON, CO

ADAMS

Location

BRIGHTON, CO

Headquartered in BRIGHTON, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ADAMS
Address
6684 E 162nd Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth