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William John Alphenaar

ASPEN INVESTMENT MANAGEMENT INC.·ADA, Michigan
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519 ADA DR SE, ADA, MI 49301CRD# 1430913Firm CRD# 112081
01

About

William John Alphenaar is a registered financial advisor based in ADA, Michigan, affiliated with ASPEN INVESTMENT MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ASPEN INVESTMENT MANAGEMENT INC.
ASPEN INVESTMENT MANAGEMENT INC.
AUM
$257M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ASPEN INVESTMENT MANAGEMENT INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1430913
Firm CRD# 112081
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William John Alphenaar offer?
William John Alphenaar specializes in Investment Management, Fee-Only Advisory. Contact their office in ADA, Michigan for a consultation.
What are William John Alphenaar's credentials?
William John Alphenaar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William John Alphenaar located?
William John Alphenaar is based in ADA, Michigan, working with ASPEN INVESTMENT MANAGEMENT INC.. Their office serves clients in the ADA metropolitan area and surrounding communities.
How does William John Alphenaar charge for services?
William John Alphenaar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPEN INVESTMENT MANAGEMENT INC.?
ASPEN INVESTMENT MANAGEMENT INC. has approximately 4 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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