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ASPEN GROVE CAPITAL, LLC
CRD 158166 · SEC 801-78138
137 BENCHMARK ROAD, SUITE C103B-2, AVON, CO, 81620, United States
Phone
970-688-4188
Fax
970-579-7144
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.67B
Discretionary AUM
$5.54B
Team
22 total employees; 12 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersBILL PAYING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $6.65B |
| Pooled investment vehicles | 2 | $23.4M |
States served
CA, CO, FL
All web addresses on file
Official SEC filing: View on IAPD