The Aspen Equity Group
The Aspen Equity Group (CRD# 118282) is a financial advisory firm headquartered in Waco, TX. They manage $26,400,000 in 92 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts92ACCOUNTS
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Average Account Value$286,957
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at The Aspen Equity Group
1
Robert Cluck (CRD# 1735383) is an Investment Advisor Representative working at The Aspen Equity Group in Waco, TX and has over 36 years of experience in the finance industry.
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