ASPEN INVESTMENT MANAGEMENT INC.

CRD 112081 · SEC 801-58191

4020 E. BELTLINE AVE NE, STE 103, GRAND RAPIDS, MI, 49525, United States

Phone

616-361-2500

Fax

616-361-2543

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$452.5M

Discretionary AUM

$448.5M

Team

5 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-05

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	201	$146.9M
High net worth individuals	55	$301.6M

CA, IL, LA, MI, TX, NH, FL

Official SEC filing: View on IAPD