Aspen Investment Management Inc

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Assets, Funds, Holdings

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Aspen Investment Management Inc
CRD #112081
SEC #801-58191
CIK #0001487198, 0001541596
AUM $257.1 MM (2024-08-21)
Employees 4 (100% Investors, 0% Brokers)
Phone616-361-2500
Address519 Ada Dr SE
Ada, MI 49301
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 0.0
JPM 340,169.2 0.0
AAPL 2,382,844.0 0.0
AMZN 1,092,997.8 0.0
WMT 335,434.5 0.0
GS 102,858.9 0.0
GOOGL 1,475,138.5 0.0
GLD 0.0
PEP 226,773.9 0.0
FICO 10,408.1 0.0
View All
Holdings by Sector ($MM)
2502001501005002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 183 121.8
(b) Individuals (high net worth individuals) 28 132.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 2.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.5
(n) Other 0 0.0
Total 215 257.1
By Discretionary
Discretionary 215 257.1
Non-Discretionary 0 0.0
Total 215 257.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 257.1
Total 215 257.1
EDGAR Form CIK 2011 - 2024
10-K [0001487198]
10-Q [0001487198]
3 [0001487198]
4 [0001487198]
5 [0001487198]
8-K [0001487198]
D [0001487198]
SC 13D [0001487198]
SC 13G [0001487198]
13F-HR [0001541596]
Form 13D/13G Filer Form 13D/13G Subject Filed
Maclean Malcolm F IV Aspen Group Inc [2022-11-14]
Long Focus Capital Management LLC Aspen Group Inc [2022-05-20]
Calm Waters Partnership Aspen Group Inc [2022-03-21]
Cooperman Leon G Aspen Group Inc [2021-03-25]
Next Century Growth Investors LLC Aspen Group Inc [2021-02-12]
BlackRock Inc Aspen Group Inc [2021-02-02]
William Blair Investment Management LLC Aspen Group Inc [2019-02-13]
Malysheva Oksana Mindyuk Aspen Group Inc [2017-12-11]
Goudy Park Capital LP Aspen Group Inc [2017-11-15]
Goudy Park Capital LP Aspen Group Inc [2017-04-24]
View All
Form 3/4/5 Subject 2011 - 2024
Aspen Group Inc
Koehneman Michael L
Kass Douglas
LaVay Matthew
Arnauld Cheri St.
Mathews Michael
Kaplan Andrew E
Prince Joan Marie
Rich Sanford
Dicks Norman D
View All
Comparable Firms State AUM ($BB)
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MN 0.3
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OH 0.3
Merit Financial Partners LLC
NY 0.3
Peninsula Asset Management Inc
FL 0.3
Elios Financial Group Inc
OH 0.3
Investor's Fiduciary Advisor Network LLC
ID 0.3
Whiterock Wealth Management Co
TX 0.3
The J Arnold Wealth Management Co LLC
OH 0.3
Pacific Asset Management LLC
WA 0.3
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