Aspen Grove Capital, LLC
Aspen Grove Capital, LLC (CRD# 158166) is a financial advisory firm headquartered in Avon, CO. They manage $4,582,228,877 in 2,184 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management4,582MILLION
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Total Number of Accounts2,184ACCOUNTS
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Average Account Value$2,098,090
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL
James Elliott (CRD# 6714261) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 7 years of experience in the finance industry.
Adam Joice (CRD# 7061929) 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.
Jeffrey Kirwood (CRD# 5950168) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 12 years of experience in the finance industry.
Leo Kraunelis (CRD# 6978233) 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.
Jesse Poznikowich (CRD# 7458544) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 2 years of experience in the finance industry.
Courtney Ringlein (CRD# 7699501) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has 1 year of experience in the finance industry.
Lydia Smith (CRD# 7825460) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has 1 year of experience in the finance industry.