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Home > Retirement Planners > south dakota > sioux falls > ASPEN PRIVATE ADVISORS, LLC
ASPEN PRIVATE ADVISORS, LLC
5201 South Western Avenue
Suite 103
Sioux Falls, South Dakota 57108
Tel: 605-951-9620
About ASPEN PRIVATE ADVISORS, LLC
ASPEN PRIVATE ADVISORS, LLC, formally registered with the SEC as ASPEN PRIVATE ADVISORS, LLC. The firm was established in 08/13/2018. They have over 1 offices throughout the country.
ASPEN PRIVATE ADVISORS, LLC is a Sioux Falls, South Dakota based Financial Planning firm with nearly $152,296,593 assets under management, offering retirement planning & investment advisory services to 439 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297639 |
| SEC# | 801-113814 |
| Assets Managed by Firm | $152,296,593 |
| No. of Clients | 439 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 439 | $152,296,593 |
| Individuals (other than high net worth individuals) | 46 | $13,604,120 |
| High net worth individuals | 71 | $134,907,455 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,418,000 |
| Charitable organizations | Fewer than 5 clients | $1,367,018 |
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|---|---|---|---|
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