$36.7M Total AUM
$36.7M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
27 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
510 N. Valley Mills Suite 404 Waco TX
About THE Aspen Equity Group
THE Aspen Equity Group is a Waco-based RIA. The firm has been operating for 27 years. Managing $36.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$36.7M AVG AUM / ADVISOR
$873.8K AVG AUM / CLIENT
14.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ROBERT LEE CLUCK
President
- CRD
- #1735383
- 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 | $36,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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