Jesse
Poznikowich
Aspen Grove Capital, LLC
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About this Advisor
Jesse Poznikowich is a financial advisor who works out of Avon, Colorado who has 2 years of industry experience. Poznikowich is currently employed by Aspen Grove Capital, LLC. Throughout their career, Poznikowich has worked at Sherwin-Williams Company, Creganna Medical, The University Of Iowa, Vail Resorts, Red Sky Ranch Golf Club, Antlers At Vail and Aspen Grove Capital, LLC. Poznikowich maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Colorado. Aspen Grove Capital, LLC is a financial advisory firm headquartered in Avon, CO. It administers $5 billion in assets under management across its 2,184 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 2,184 accounts, 91% are associated with high-net-worth investors who have at least $1 million in investable assets. Aspen Grove Capital, LLC provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fees charged by Aspen Grove Capital, LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspen Grove Capital, LLC Brokerage Details
$4,582,228,877
14
2,184
$2,098,090
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jesse Poznikowich Work History
Jesse has been registered as a financial advisor for 2 years.*
Aspen Grove Capital, LLC
Red Sky Ranch Golf Club
Vail Resorts
Antlers At Vail
Vail Resorts
Creganna Medical
Creganna Medical
Sherwin-Williams Company
The University Of Iowa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jesse Poznikowich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspen Grove Capital, LLC
Avon, CO
Avon, CO
Avon, CO
Avon, CO
Avon, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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