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THE ASPEN EQUITY GROUP
THE ASPEN EQUITY GROUP, INC.
CRD 118282
510 N. VALLEY MILLS, SUITE 404, WACO, TX, 76710, United States
Phone
970-925-1499
Fax
866-856-9260
Registration
— (—)
Source
State registered
Total AUM
$36.7M
Discretionary AUM
$36.7M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $1.1M |
| High net worth individuals | 23 | $25.0M |
| Pooled investment vehicles | 1 | $10.6M |
All web addresses on file
Official SEC filing: View on IAPD