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Aspen Investment Management Inc
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CRD # | 112081 |
SEC # | 801-58191 |
CIK # | 0001487198, 0001541596 |
AUM | $257.1 MM (2024-08-21) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 616-361-2500 |
Address | 519 Ada Dr SE Ada, MI 49301 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 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 |
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IL | 0.3 |
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Merit Financial Partners LLC
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NY | 0.3 |
Peninsula Asset Management Inc
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FL | 0.3 |
Elios Financial Group Inc
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OH | 0.3 |
Investor's Fiduciary Advisor Network LLC
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ID | 0.3 |
Whiterock Wealth Management Co
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TX | 0.3 |
The J Arnold Wealth Management Co LLC
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OH | 0.3 |
Pacific Asset Management LLC
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WA | 0.3 |