Leo
Kraunelis
Aspen Grove Capital, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Leo Kraunelis is a financial advisor based in Avon, Colorado, working with Aspen Grove Capital, LLC. Leo has previously held positions at Golf Country, Peterson Quantitative Resource Center, and Aspen Grove Capital. Leo has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Leo is part of Aspen Grove Capital, LLC, which operates out of Avon, Colorado. The firm has 1 office and 20 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Aspen Grove Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Aspen Grove Capital, LLC Brokerage Details
$5,239,515,491
20
2,618
$2,001,343
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Leo Kraunelis Work History
Aspen Grove Capital
Peterson Quantitative Resource Center
Aspen Grove Capital
Golf Country
Disclosures
Please visit the SEC profile of Leo Kraunelis 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
Avon, CO
Avon, CO
Avon, CO
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
