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| Happy Holidays!! thanks for using AUM13F!! |
| Aspen Investment Management Inc
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| CRD # | 112081 |
| SEC # | 801-58191 |
| CIK # | 0001541596, 0001487198 |
| AUM | $285.7 M (2025-02-06) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 616-361-2500 |
| Address | 4020 E Beltline Ave NE Grand Rapids, MI 49525 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Goldman Sachs Group Inc | 4.2 | ||
| Apple Inc | 3.3 | ||
| Amazon Com Inc | 2.8 | ||
| Robinhood Markets Inc | 2.7 | ||
| VISA Inc | 2.6 | ||
| Intercontinentalexchange Group Inc | 2.4 | ||
| Fair Isaac Corp | 2.4 | ||
| Home Depot Inc | 2.3 | ||
| Ingersoll-Rand PLC | 2.2 | ||
| Schwab Charles Corp | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 67.5 |
| (b) Individuals (high net worth individuals) | 40 | 214.7 |
| (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 | 2.8 |
| (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 | 540 | 285.7 |
| By Discretionary | ||
| Discretionary | 537 | 285.5 |
| Non-Discretionary | 3 | 0.2 |
| Total | 540 | 285.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.7 | |
| Total | 540 | 285.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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 - 2025 |
|---|---|
| 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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