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Aspen Investment Management Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Intermediate Credit Bond ETF $5,639,000
SPDR S&P 500 ETF Trust $4,733,000
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $3,565,000
First Trust Large Cap Value AlphaDEX Fund $2,584,000
iShares Russell 2000 ETF $2,483,000
First Trust Preferred Securities and Income ETF $2,432,000
Vanguard REIT Index Fund $2,407,000
First Trust Dorsey Wright Focus 5 ETF $1,888,000
Vanguard Mid-Cap Index Fund $1,875,000
iShares Core MSCI EAFE ETF $1,846,000
PowerShares Senior Loan Portfolio $1,641,000
iShares MSCI EAFE ETF $1,499,000
iShares 1-3 Year Credit Bond ETF $1,319,000
WisdomTree MidCap Dividend Fund $1,094,000
Vanguard Emerging Markets Stock Index Fund $887,000
iShares International Select Dividend ETF $878,000
Schwab International Small-Cap Equity ETF $849,000
First Trust Dorsey Wright International Focus 5 ETF $701,000
Guggenheim S&P 500 Equal Weight ETF $690,000
WisdomTree International Hedged Quality Dividend Growth Fund $681,000
iShares US Preferred Stock ETF $678,000
iShares China Large-Cap ETF $434,000
iShares Russell 1000 ETF $361,000
iShares Short Maturity Bond ETF $315,000
iShares Core MSCI Emerging Markets ETF $312,000
Schwab US Small-Cap ETF $288,000
iShares Core S&P 500 ETF $272,000
PowerShares DWA Momentum Portfolio $261,000
Schwab US Large-Cap ETF $258,000
Vanguard Dividend Appreciation Index Fund $257,000
Schwab US Mid-Cap ETF $253,000
First Trust North American Energy Infrastructure Fund $239,000
Schwab International Equity ETF $208,000
SPDR Gold Shares $203,000
Schwab Emerging Markets Equity ETF $201,000

    Assets

    Assets

    Last updated on March 27, 2017
      • $176.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 468
        Accounts
      • $377.0K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    William John Alphenaar
    May 2006
    Deborah Kay Pelton
    September 2011
    John Brian Hoogland
    September 2011
    Richard Gregory Knoor
    September 2011

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William John Alphenaar Chief Compliance Officer October, 2011 25% to 50%
      Richard Gregory Knoor Treasurer October, 2011 25% to 50%
      John Brian Hoogland Secretary October, 2011 25% to 50%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets