Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > grand rapids > ASPEN INVESTMENT MANAGEMENT INC.
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 |
More Retirement Planning firms in Grand Rapids, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
Explore More Retirement Advisors in Grand Rapids, Michigan