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Richard Jess Geisman

ASPEN GROVE CAPITAL, LLC·AVON, Colorado
Unclaimed Profile
90 BENCHMARK ROAD, AVON, CO 81620CRD# 2153452Firm CRD# 158166
01

About

Richard Jess Geisman is a registered financial advisor based in AVON, Colorado, affiliated with ASPEN GROVE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ASPEN GROVE CAPITAL, LLC
ASPEN GROVE CAPITAL, LLC
AUM
$5.2B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ASPEN GROVE CAPITAL, LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2153452
Firm CRD# 158166
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Jess Geisman offer?
Richard Jess Geisman specializes in Investment Management, Retirement Planning. Contact their office in AVON, Colorado for a consultation.
What are Richard Jess Geisman's credentials?
Richard Jess Geisman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Jess Geisman located?
Richard Jess Geisman 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 Richard Jess Geisman charge for services?
Richard Jess Geisman'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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Other advisors in AVON
Jeffrey Clayton Kirwood — ASPEN GROVE CAPITAL, LLCMatthew J Horvitz — ASPEN GROVE CAPITAL, LLCRichard Jess Geisman — BOOTH CREEK CAPITAL MANAGEMENT LPGrace Catherine Wellwerts — ROCKY MOUNTAIN PLANNING GROUP, INCBarbara A Hoch — ROCKY MOUNTAIN PLANNING GROUP, INC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
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Research
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