AdvisorOS Directory
Claim Profile
Unclaimed Profile
RG

Richard Jess Geisman

ASPEN GROVE CAPITAL, LLC·AVON, Colorado
Clean recordASPEN GROVE CAPITAL, LLC
90 BENCHMARK ROAD, AVON, CO 81620CRD# 2153452Firm CRD# 158166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Jess Geisman · AVON, CO
Registration
CRD #2153452 · ASPEN GROVE CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in AVON?

Browse all registered financial advisors in AVON, Colorado or claim this profile if it's yours.

Browse AVON AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ASPEN GROVE CAPITAL, LLC

Jeffrey Clayton Kirwood
AVON, CO
Matthew J Horvitz
AVON, CO

More Advisors in AVON, Colorado

Richard Jess Geisman
BOOTH CREEK CAPITAL MANAGEMENT LP·AVON, CO
Barbara A Hoch
ROCKY MOUNTAIN PLANNING GROUP, INC·AVON, CO
Grace Catherine Wellwerts
ROCKY MOUNTAIN PLANNING GROUP, INC·AVON, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)LITTLETON (58)FORT COLLINS (38)LONE TREE (33)MONUMENT (27)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile