Investment adviser · CRD 116149

ASPEN FINANCIAL MANAGEMENT, INC.

Investment adviser filing (IA)

· Form ADV filed Jun 25, 2012

Regulatory AUM
$36.7M
Form ADV · Item 5.F
Client accounts
480
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 25, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Educational seminars

Compensation

Percentage of assets

Principal office

CRD 116149

Filing source

Form ADV 655501 · Jun 25, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.