Aspen Strategic Alliance LLC is an adviser based in Atlanta. It manages $22.36 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2003.
Aspen Strategic Alliance provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aspen Strategic Alliance LLC is $22.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 108% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Aspen Strategic Alliance LLC 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.
James Gerald Christian has been acting as President since 1 Sep 2002. Douglas E Dunn has served as the Chief Investment Officer since 1 Sep 2002. Kenneth Eugene Banwart joined the executive team most recently as the Chairman And Cheif Executive Officer.
The principal office where Aspen Strategic Alliance LLC performs its advisory services is located at 817 West Peachtree Street N.W., Atlanta, GA 30308, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 404-760-3424 or by fax 404-760-3422. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.aspenstrategic.com.