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Jeffrey Clayton Kirwood

ASPEN GROVE CAPITAL, LLC·AVON, Colorado
Series 65Clean record14 years registeredASPEN GROVE CAPITAL, LLC
90 BENCHMARK ROAD, AVON, CO 81620CRD# 5950168Firm CRD# 158166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Clayton Kirwood · AVON, CO
Registration
CRD #5950168 · ASPEN GROVE CAPITAL, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ASPEN GROVE CAPITAL, LLC
Dec 2014 – present
ASPEN GROVE CAPITAL, LLC
Sep 2011 – Dec 2013
AVON, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 9, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASPEN GROVE CAPITAL, LLC
CRD 158166 · SEC 801-78138
AUM
$5.2B
Regulatory assets under management
Employees
20
2,618 client accounts
Services offered by ASPEN GROVE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ASPEN GROVE CAPITAL, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Clayton Kirwood offer?
Jeffrey Clayton Kirwood specializes in Investment Management, Retirement Planning. Contact their office in AVON, Colorado for a consultation.
What are Jeffrey Clayton Kirwood's credentials?
Jeffrey Clayton Kirwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Clayton Kirwood located?
Jeffrey Clayton Kirwood is based in AVON, Colorado, working with ASPEN GROVE CAPITAL, LLC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Jeffrey Clayton Kirwood charge for services?
Jeffrey Clayton Kirwood's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPEN GROVE CAPITAL, LLC?
ASPEN GROVE CAPITAL, LLC has approximately 20 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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