ASPEN GROVE CAPITAL, LLC

AVON, Colorado·3 registered advisors·CRD# 158166
SEC# 801-781381970-688-4188
01

Firm Overview

AUM
$5.2B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at ASPEN GROVE CAPITAL, LLC

3 registered advisors
Jeffrey Clayton Kirwood
AVON, Colorado
Matthew J Horvitz
AVON, Colorado
Richard Jess Geisman
AVON, Colorado
05

Office Locations

AVON, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. ASPEN GROVE CAPITAL, LLC (CRD# 158166) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.