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| Aspen Investment Management Inc
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|---|---|
| CRD # | 112081 |
| SEC # | 801-58191 |
| CIK # | 0001541596, 0001487198 |
| AUM | 452.5 M (2026-03-05) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 616-361-2500 |
| Address | 4020 E Beltline Ave NE Grand Rapids, MI 49525 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 3.5 | ||
| Marvell Technology Inc | 2.9 | ||
| Cisco Systems Inc | 2.8 | ||
| Amgen Inc | 2.8 | ||
| Quanta Services Inc | 2.7 | ||
| Ingersoll-Rand PLC | 2.6 | ||
| Visa Inc | 2.5 | ||
| Schwab Charles Corp | 2.4 | ||
| Procter & Gamble Co | 2.3 | ||
| Home Depot Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 146.9 |
| (b) Individuals (high net worth individuals) | 55 | 301.6 |
| (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 | 3.0 |
| (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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 617 | 452.5 |
| By Discretionary | ||
| Discretionary | 564 | 448.5 |
| Non-Discretionary | 53 | 3.9 |
| Total | 617 | 452.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.5 | |
| Total | 617 | 452.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Koehneman Michael L | |
| Aspen Group Inc | |
| Kass Douglas | |
| LaVay Matthew | |
| Arnauld Cheri St | |
| Mathews Michael | |
| Kaplan Andrew E | |
| Prince Joan Marie | |
| Rich Sanford | |
| Dicks Norman D | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Aspen Group Inc ASPU
Common Stock
|
2023-10-03 | Grant | 10,000 | $0.18 | 1,800 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-10-03 | Grant | 4,377 | $0.17 | 744 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-10-02 | Grant | 5,623 | $0.18 | 1,012 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-09-29 | Buy | 25,000 | $0.18 | 4,500 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-09-28 | Buy | 14,500 | $0.18 | 2,610 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-09-27 | Buy | 500 | $0.18 | 90 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-09-26 | Buy | 15,000 | $0.17 | 2,550 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-09-25 | Buy | 32,500 | $0.18 | 5,850 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-09-20 | Buy | 22,500 | $0.16 | 3,600 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-09-19 | Buy | 25,000 | $0.15 | 3,750 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-09-18 | Buy | 50,000 | $0.14 | 7,000 |
|
Aspen Group Inc ASPU
Common Stock
|
2023-08-29 | Grant | 500,000 | $0.00 | |
|
Aspen Group Inc ASPU
Common Stock
|
2023-07-08 | Grant | 15,157 | $0.00 | |
|
Aspen Group Inc ASPU
Common Stock
|
2023-07-08 | Grant | 13,991 | $0.00 | |
|
Aspen Group Inc ASPU
Common Stock
|
2023-01-03 | Buy | 4,750 | $0.32 | 1,520 |
|
Aspen Group Inc ASPU
Common Stock
|
2022-12-30 | Buy | 10,250 | $0.28 | 2,870 |
|
Aspen Group Inc ASPU
Common Stock
|
2022-12-29 | Buy | 5,000 | $0.28 | 1,400 |
|
Aspen Group Inc ASPU
Common Stock
|
2022-12-28 | Buy | 7,000 | $0.27 | 1,890 |
|
Aspen Group Inc ASPU
Common Stock
|
2022-12-27 | Buy | 33,000 | $0.27 | 8,910 |
|
Aspen Group Inc ASPU
Common Stock
|
2022-09-27 | Buy | 15,500 | $0.34 | 5,270 |
| showing 20 of 200 most recent transactions | |||||
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|---|---|---|
|
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✚
|
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|
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|
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|
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|
MN | 453.6 M |
|
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|
PA | 453.0 M |
|
IFC Personal Money Managers Inc
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|
NY | 450.9 M |
|
Silverleafe Capital Partners LLC
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|
TN | 449.2 M |
|
Westbourne Investment Advisors Inc
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|
MD | 448.8 M |