Aspen Investment Management Inc

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CAFR Data
Aspen Investment Management Inc
CRD #112081
SEC #801-58191
CIK #
AUM $178.5 MM (100% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone616-361-2500
Address4020 E Beltline Ave NE
Grand Rapids, MI 49525
Source [IAPD] [Website]
Total AUM ($MM)
240192144964802000200620132020
Sector Holding Cap ($MM) Value ($MM)
SPY11.7
RSP4.9
IWM4.4
FPE3.8
FTSL3.5
MSFT865,660.02.7
BSCK2.6
VNQ2.6
BSCL2.4
IEFA2.3
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
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AXOS Invest Inc
NV 0.2
Essential Planning LLC
NH 0.2
Kimery Wealth Management LLC
TN 0.2
Activest Wealth Management LLC
FL 0.2
Caplan Financial Group LLC
MD 0.2
Abridge Partners LLC
MS 0.2
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