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Home > Retirement Planners > idaho > boise > ASPEN CAPITAL MANAGEMENT, LLC
ASPEN CAPITAL MANAGEMENT, LLC
101 S Capitol Blvd
Suite 610
Boise, Idaho 83702
Tel: 208-345-0174
About ASPEN CAPITAL MANAGEMENT, LLC
ASPEN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ASPEN CAPITAL MANAGEMENT, LLC. The firm was established in 08/19/2004. They have over 1 offices throughout the country.
ASPEN CAPITAL MANAGEMENT, LLC is a Boise, Idaho based Financial Planning firm with nearly $1,130,631,429 assets under management, offering retirement planning & investment advisory services to 1458 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119050 |
| SEC# | 801-63437 |
| Assets Managed by Firm | $1,130,631,429 |
| No. of Clients | 1458 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1458 | $1,130,631,429 |
| Individuals (other than high net worth individuals) | 161 | $62,655,714 |
| High net worth individuals | 234 | $974,428,120 |
| Charitable organizations | 3 | $93,547,595 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
| $1,931,996,135 | 801 | 6 | |
| $1,380,795,719 | 2334 | 19 |
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