Aspen Trail Wealth Management, LLC
Aspen Trail Wealth Management, LLC (CRD# 224517) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $13,776,675 in 90 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Aspen Trail Wealth Management, LLC
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts90ACCOUNTS
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Average Account Value$153,074
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Aspen Trail Wealth Management, LLC
1
Christopher Dunlevy (CRD# 4909656) is an Investment Advisor Representative working at Aspen Trail Wealth Management, LLC in Flagstaff, AZ and has over 19 years of experience in the finance industry.
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