$17.5M Total AUM
$17.5M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-23-2015
- Office Locations
- 1
Office Locations
-- Snowmass Village CO
About Aspen Financial, Inc.
Aspen Financial, Inc. is a Snowmass Village-based RIA. The firm has been operating for 10 years. Managing $17.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$17.5M AVG AUM / ADVISOR
$582.8K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN MARSHALL COULTER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1727213
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,484,032 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,484,032 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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