ASPEN CAPITAL MANAGEMENT

ASPEN CAPITAL MANAGEMENT, LLC
BOISE, Idaho·4 registered advisors·CRD# 119050
SEC# 801-634370208-345-0174
01

Firm Overview

AUM
$1.0B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASPEN CAPITAL MANAGEMENT

4 registered advisors
Katherine Grace Dow
BOISE, Idaho
Lori Christine Mers
BOISE, Idaho
Mike Sean Mers
BOISE, Idaho
Rachel Anne Rant
BOISE, Idaho
05

Office Locations

BOISE, Idaho
4 advisors

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Data sourced from SEC Form ADV filings. ASPEN CAPITAL MANAGEMENT (CRD# 119050) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.