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Aspen Gold Investment Management, Inc. (Grand Rapids)


Aspen Gold Investment Management, Inc. is a large advisory firm based in Grand Rapids. It manages $52.14 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Michigan, and Texas.




Aspen Gold Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aspen Gold Investment Management: assets under management

The assets under management (AUM) of Aspen Gold Investment Management, Inc. is $52.14 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.79 million in discretionary accounts and $349.46 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $87.37 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aspen Gold Investment Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grand Rapids

The principal office where Aspen Gold Investment Management, Inc. performs its advisory services is located at 4020 E. Beltline Ave Ne, Grand Rapids, MI 49525, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-361-2500 or by fax 616-361-2543. The normal business hours are 9:30am - 5:00pm on Monday - Friday.


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