HELEN STEPHENS GROUP, LLC

ASPEN WEALTH MANAGEMENT
FORT WORTH, Texas·6 registered advisors·CRD# 159594
SEC# 801-1142431817-546-6353
01

Firm Overview

AUM
$368M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HELEN STEPHENS GROUP, LLC

6 registered advisors
Candace Scholz
FORT WORTH, Texas
Helen Barbre Stephens
FORT WORTH, Texas
James Arlen Davis
FORT WORTH, Texas
Michelle R Davila
FORT WORTH, Texas
Nathan Wayne Davis
FORT WORTH, Texas
Olivia Simon Maynes
FORT WORTH, Texas
05

Office Locations

FORT WORTH, Texas
6 advisors

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Data sourced from SEC Form ADV filings. HELEN STEPHENS GROUP, LLC (CRD# 159594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.