Aspen Investment Management Inc.
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 112081
- Registered since
- December 8, 2000
- Website
- www.aspenim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.66%
- Individuals32.47%
- Charitable Organizations0.67%
- Corporations / Businesses0.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aspen Investment Management Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2000. The firm serves individual and family clients, focusing on portfolio management for individuals and small businesses. Its compensation model is a percentage of assets under management. Aspen does not present itself as an active ESG investor and is not listed as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds41%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents6%
- US Government Bonds3%
Contacts
3 of 5
William Alphenaar
PresidentCRD 1430913
John Hoogland
Principal and Wealth AdvisorCRD 4345359
Miles Kuperus
Portfolio ManagerCRD 6702878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$240M in ETFs
86%
$207M
10%
$32.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $24.9M | 33,300 | 10.37% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 4020 E Beltline Ave Ne
- Time zone
- ET (UTC-5)
- Office locations
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