Aspen Financial Management, Inc.

Aspen Financial Management, Inc. (CRD# 116149) is a financial advisory firm headquartered in , . They manage $18,261,856 in 113 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://aspenfm.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $161,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NM, TX, WA

Financial Advisors at Aspen Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gerald Becker, financial advisor Cheney WA
Gerald B. Becker
CRD#: 2964210
Cheney, WA

Gerald Becker (CRD# 2964210) is an Investment Advisor Representative working at Aspen Financial Management, Inc. in Cheney, WA and has over 26 years of experience in the finance industry.

2
Dilish Dudhia, financial advisor Arlington TX
Dilish C. Dudhia
CRD#: 2948273
Arlington, TX

Dilish Dudhia (CRD# 2948273) is an Investment Advisor Representative working at Aspen Financial Management, Inc. in Arlington, TX and has over 26 years of experience in the finance industry.

3
Alan Kepfer, financial advisor Cheney WA
Alan R. Kepfer
CRD#: 1869887
Cheney, WA

Alan Kepfer (CRD# 1869887) is an Investment Advisor Representative working at Aspen Financial Management, Inc. in Cheney, WA and has over 26 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.

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