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Home > Retirement Planners > idaho > boise > ASPEN CAPITAL MANAGEMENT
ASPEN CAPITAL MANAGEMENT
101 S Capitol Blvd
Suite 610
Boise, Idaho 83702
Tel: 208-345-0174
About ASPEN CAPITAL MANAGEMENT
ASPEN CAPITAL MANAGEMENT, formally registered with the SEC as ASPEN CAPITAL MANAGEMENT. The firm was established in 08/19/2004. They have over 1 offices throughout the country.
ASPEN CAPITAL MANAGEMENT is a Boise, Idaho based Financial Planning firm with nearly $850,370,000 assets under management, offering retirement planning & investment advisory services to 1940 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 | $850,370,000 |
| No. of Clients | 1940 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1940 | $850,370,000 |
| Individuals (other than high net worth individuals) | 36 | $17,245,789 |
| High net worth individuals | 197 | $777,189,485 |
| Charitable organizations | Fewer than 5 clients | $55,934,726 |
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