Aspen Investment Management Inc., a small investment advisory firm based out of Grand Rapids, MI, caters to over 160 individual clients, managing an impressive $247,716,000 in assets. With expertise in discretionary asset management, Aspen Investment Management Inc. demonstrates its capability to handle both 401K and individual accounts, although they constitute less than 30% of their total assets under management. The firm also possesses the ability to manage employer funds, further diversifying their service offerings.
Primarily catering to high net worth individuals, Aspen Investment Management Inc. has established a strong re...
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Assets Under Mgmt
$247.72M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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