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, individually owned registered investment adviser that provides fee-based portfolio management primarily for individuals and families, as well as small businesses. The firm is SEC-registered (initial registration 2000) and charges fees as a percentage of assets under management. Its advisory activity centers on discretionary portfolio management rather than pension consulting or ESG-driven mandates.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$238M in ETFs
87%
$208M
9%
$29.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $24.7M | 32,399 | 10.40% |
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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