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ASPEN GROVE CAPITAL, LLC
ASPEN GROVE CAPITAL, LLC
AVON, Colorado
·
3 registered advisors
·
CRD# 158166
SEC# 801-78138
1
970-688-4188
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 Management
Retirement Planning
04
Advisors at ASPEN GROVE CAPITAL, LLC
3 registered advisors
Jeffrey Clayton Kirwood
AVON, Colorado
CRD# 5950168
Matthew J Horvitz
AVON, Colorado
CRD# 6473069
Richard Jess Geisman
AVON, Colorado
CRD# 2153452
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
.