Aspen Investment Management Inc.
● SEC registered since 2000CRD 112081SEC# 801-58191Grand Rapids, MI
Reg. AUM
$452.5M
Employees
5
Accounts
617
Location
Grand Rapids, MI
Aspen Investment Management Inc. assets under management
Aspen Investment Management Inc. is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2000. It reports $452.5 million in regulatory assets under management and employs 5 people.
Aspen Investment Management Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Gregory Knoor Control | Treasurer | 25-50% | 2011 |
| William John Alphenaar Control | Chief Compliance Officer | 25-50% | 2011 |
| William John Alphenaar Control | President | 25-50% | 2011 |
Frequently asked questions
How much does Aspen Investment Management Inc. manage?
Aspen Investment Management Inc. reports $452.5 million in regulatory assets under management on its Form ADV.
How many employees does Aspen Investment Management Inc. have?
Aspen Investment Management Inc. reports 5 employees.
Where is Aspen Investment Management Inc. located?
Aspen Investment Management Inc. is based in Grand Rapids, MI and has been SEC-registered since 2000.
Does Aspen Investment Management Inc. disclose fund performance?
Aspen Investment Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4020 E. Beltline Ave NE, Ste 103, Grand Rapids, MI 49525 |
| Phone | 616-361-2500 |
| Fax | 616-361-2543 |
| Office hours | 9:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$452.5M▲ 58%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$452.5Mregulatory AUM
Discretionary $448.5MNon-discretionary $3.9M