Aspen Capital Management, LLC

Aspen Capital Management, LLC (CRD# 119050) is a financial advisory firm headquartered in Boise, ID. They manage $1,010,000,000 in 1,424 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
101 S Capitol Blvd, Suite 610, Boise, ID 83702
http://www.aspencapitalmgmt.com
By the Numbers
  • Total Assets Under Management
    1,010
    MILLION
  • Total Number of Accounts
    1,424
    ACCOUNTS
  • Average Account Value
    $709,270
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, NY, OR, TX, WA

Financial Advisors at Aspen Capital Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Mike Mers, financial advisor Boise ID
Mike S. Mers
CRD#: 4505065
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Mike Mers (CRD# 4505065) is an Investment Advisor Representative working at Aspen Capital Management, LLC in Boise, ID and has over 22 years of experience in the finance industry.

2
Rachel Rant, financial advisor Boise ID
Rachel A. Rant
CRD#: 7014862
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Rachel Rant (CRD# 7014862) is an Investment Advisor Representative working at Aspen Capital Management, LLC in Boise, ID and has over 5 years of experience in the finance industry.

3
Nathan Burman, financial advisor Boise ID
Nathan R. Burman
CRD#: 7645264
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Nathan Burman (CRD# 7645264) is an Investment Advisor Representative working at Aspen Capital Management, LLC in Boise, ID and has 1 year of experience in the finance industry.

4
Katherine Dow, financial advisor Boise ID
Katherine G. Dow
CRD#: 4787666
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Katherine Dow (CRD# 4787666) is an Investment Advisor Representative working at Aspen Capital Management, LLC in Boise, ID and has over 5 years of experience in the finance industry.

5
James Smith, financial advisor Boise ID
James R. Smith
CRD#: 7439576
101 S Capitol Blvd, Suite 610, Boise, ID 83702

James Smith (CRD# 7439576) is an Investment Advisor Representative working at Aspen Capital Management, LLC in Boise, ID and has over 2 years of experience in the finance industry.

6
Jake Taylor, financial advisor Boise ID
Jake J. Taylor
CRD#: 7484437
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Jake Taylor (CRD# 7484437) is an Investment Advisor Representative working at Aspen Capital Management, LLC in Boise, ID and has over 2 years of experience in the finance industry.

7
Lavea Thomas, financial advisor Boise ID
Lavea G. Thomas
CRD#: 4920010
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Lavea Thomas (CRD# 4920010) is an Investment Advisor Representative working at Aspen Capital Management, LLC in Boise, ID and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals