Jeffrey Kirwood, financial advisor Avon CO
90 score

Jeffrey Kirwood

CRD Number: 5950168
Current Firm: Aspen Grove Capital, LLC

Jeffrey Kirwood (CRD# 5950168) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Aspen Grove Capital, LLC Avon, CO Mar 2011 - Current 5
Lakeside Capital Group, LLC Avon, CO Apr 2008 - Dec 2010 2
Liberty Media Corporation Englewood, CO Apr 2004 - Apr 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Jeffrey C. Kirwood
Phone Number: 970-688-4188
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,395
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $9,890,230
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CO

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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