ASPEN INVESTMENT MANAGEMENT INC.
CRD #112081 SEC #801-58191 GRAND RAPIDS, MI 616-361-2500
SEC Registered
Total AUM
$285.7M
Discretionary
$285.5M
Employees
4
Clients
--
Accounts
540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $285.7M | $285.5M | $186K | 4 | 0 |
| Dec 2024 | $257.1M | $257.1M | $0 | 4 | 0 |
| Oct 2024 | $257.1M | $257.1M | $0 | 4 | 0 |
| Aug 2024 | $257.1M | $257.1M | $0 | 4 | 0 |
| Jun 2024 | $257.1M | $257.1M | $0 | 4 | 0 |
| Mar 2024 | $257.1M | $257.1M | $0 | 4 | 0 |
| Mar 2024 | $257.1M | $257.1M | $0 | 4 | 0 |
| Oct 2023 | $247.7M | $247.4M | $286.1K | 4 | 0 |
| Mar 2023 | $247.7M | $247.4M | $286.1K | 4 | 0 |
| Jul 2022 | $264.2M | $264.2M | $10.4K | 4 | 0 |
| Feb 2022 | $264.2M | $264.2M | $10.4K | 4 | 0 |
| Jan 2022 | $225.9M | $225.9M | $0 | 4 | 0 |
| Mar 2021 | $225.9M | $225.9M | $0 | 4 | 0 |
| Jun 2020 | $215.4M | $215.4M | $0 | 3 | 0 |
| Feb 2020 | $215.4M | $215.4M | $0 | 3 | 0 |
| Feb 2020 | $215.4M | $215.4M | $0 | 3 | 0 |
| Mar 2019 | $178.5M | $178.5M | $0 | 3 | 0 |
| Aug 2018 | $181.4M | $181.1M | $335.8K | 3 | 0 |
| Aug 2018 | $181.4M | $181.1M | $335.8K | 3 | 0 |
| Jul 2018 | $181.4M | $181.1M | $335.8K | 3 | 0 |
| Mar 2018 | $181.4M | $181.1M | $335.8K | 3 | 0 |
| Mar 2017 | $176.4M | $176.4M | $0 | 3 | 200 |
| Mar 2016 | $162.3M | $162.3M | $0 | 3 | 200 |
| Mar 2015 | $179.6M | $179.6M | $0 | 3 | 200 |
| Mar 2014 | $233.1M | $233.1M | $0 | 3 | 200 |
| Mar 2013 | $239.8M | $239.8M | $0 | 3 | 200 |
| Mar 2012 | $228.2M | $228.2M | $0 | 1 | 200 |
| Mar 2011 | $52.1M | $51.8M | $349.5K | 5 | -- |
| Mar 2010 | $47.4M | $47.2M | $244.6K | 5 | -- |
| Feb 2009 | $41.8M | $41.3M | $443.2K | 5 | -- |
| Mar 2008 | $50.1M | $48.9M | $1.2M | 5 | -- |
| Mar 2007 | $49.9M | $47.8M | $2.1M | 5 | -- |
| Mar 2006 | $43.7M | $42M | $1.6M | 5 | -- |
| Sep 2005 | $39.4M | $35.4M | $4M | 5 | -- |
| Mar 2004 | $35.7M | $25.4M | $10.4M | 5 | -- |
| Mar 2002 | $26.9M | $23.5M | $3.4M | 5 | -- |
| Sep 2001 | $28.6M | $24.1M | $4.5M | 5 | -- |
| Sep 2001 | $28.6M | $24.1M | $4.5M | 5 | -- |
DateFeb 2025
Total AUM$285.7M
Discretionary$285.5M
Non-Disc.$186K
Employees4
Clients0
DateDec 2024
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$257.1M
Discretionary$257.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$247.7M
Discretionary$247.4M
Non-Disc.$286.1K
Employees4
Clients0
DateMar 2023
Total AUM$247.7M
Discretionary$247.4M
Non-Disc.$286.1K
Employees4
Clients0
DateJul 2022
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$10.4K
Employees4
Clients0
DateFeb 2022
Total AUM$264.2M
Discretionary$264.2M
Non-Disc.$10.4K
Employees4
Clients0
DateJan 2022
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$215.4M
Discretionary$215.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$215.4M
Discretionary$215.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$215.4M
Discretionary$215.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$181.4M
Discretionary$181.1M
Non-Disc.$335.8K
Employees3
Clients0
DateAug 2018
Total AUM$181.4M
Discretionary$181.1M
Non-Disc.$335.8K
Employees3
Clients0
DateJul 2018
Total AUM$181.4M
Discretionary$181.1M
Non-Disc.$335.8K
Employees3
Clients0
DateMar 2018
Total AUM$181.4M
Discretionary$181.1M
Non-Disc.$335.8K
Employees3
Clients0
DateMar 2017
Total AUM$176.4M
Discretionary$176.4M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees3
Clients200
DateMar 2015
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2013
Total AUM$239.8M
Discretionary$239.8M
Non-Disc.$0
Employees3
Clients200
DateMar 2012
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$52.1M
Discretionary$51.8M
Non-Disc.$349.5K
Employees5
Clients--
DateMar 2010
Total AUM$47.4M
Discretionary$47.2M
Non-Disc.$244.6K
Employees5
Clients--
DateFeb 2009
Total AUM$41.8M
Discretionary$41.3M
Non-Disc.$443.2K
Employees5
Clients--
DateMar 2008
Total AUM$50.1M
Discretionary$48.9M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2007
Total AUM$49.9M
Discretionary$47.8M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2006
Total AUM$43.7M
Discretionary$42M
Non-Disc.$1.6M
Employees5
Clients--
DateSep 2005
Total AUM$39.4M
Discretionary$35.4M
Non-Disc.$4M
Employees5
Clients--
DateMar 2004
Total AUM$35.7M
Discretionary$25.4M
Non-Disc.$10.4M
Employees5
Clients--
DateMar 2002
Total AUM$26.9M
Discretionary$23.5M
Non-Disc.$3.4M
Employees5
Clients--
DateSep 2001
Total AUM$28.6M
Discretionary$24.1M
Non-Disc.$4.5M
Employees5
Clients--
DateSep 2001
Total AUM$28.6M
Discretionary$24.1M
Non-Disc.$4.5M
Employees5
Clients--