ASPEN INVESTMENT MANAGEMENT INC.

4020 E. Beltline Ave Ne
Ste 103
Grand Rapids, Michigan 49525
Tel: 616-361-2500

About ASPEN INVESTMENT MANAGEMENT INC.

ASPEN INVESTMENT MANAGEMENT INC, formally registered with the SEC as ASPEN INVESTMENT MANAGEMENT INC. The firm was established in 12/08/2000. They have over 1 offices throughout the country.

ASPEN INVESTMENT MANAGEMENT INC. is a Grand Rapids, Michigan based Financial Planning firm with nearly $285,662,327 assets under management, offering retirement planning & investment advisory services to 540 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112081
SEC#	801-58191
Assets Managed by Firm	$285,662,327
No. of Clients	540
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	540	$285,662,327
Individuals (other than high net worth individuals)	174	$67,543,693
High net worth individuals	40	$214,748,461
Charitable organizations	Fewer than 5 clients	$2,837,811
Corporations or other businesses	Fewer than 5 clients	$532,362

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