Nathan
Burman
Aspen Capital Management
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About this Advisor
Nathan Burman is a financial advisor operating in Boise, Idaho who has 1 year of relevant experience. Burman is currently employed by Aspen Capital Management. Over the course of their career, Burman has held roles at Aspen Capital Management and Full-Time Education. Burman maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Idaho. Aspen Capital Management is a registered investment company operating out of Boise, ID. It handles $850 million in total assets among its 1,940 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,940 customer accounts, 85% are associated with high-net-worth investors who have at least $1 million in investable assets. Aspen Capital Management offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types billed by Aspen Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspen Capital Management Brokerage Details
$850,370,000
9
1,940
$438,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathan Burman Work History
Nathan has been registered as a financial advisor for 1 years.*
Aspen Capital Management
Full-Time Education
*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 Nathan Burman 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 Capital Management
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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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