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Lydia Smith

Aspen Grove Capital, LLC

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About Lydia Smith

Lydia Smith is an investment advisor representative at Aspen Grove Capital, LLC in Avon, CO. Lydia is registered with the state of Colorado. Lydia has been in the industry since June 2018. Lydia's areas of expertise include financial planning, portfolio management for individuals and pooled investment vehicles. Lydia holds the Series 65 license.

Firm Information

Lydia Smith is currently registered with Aspen Grove Capital, LLC. Aspen Grove Capital, LLC is an investment advisor located in Avon, CO. The firm provides portfolio management services to high-net-worth individuals and pooled investment vehicles. They also offer other advisory services including bill paying services and the selection of other advisors. The firm manages approximately $5.2 billion in assets.
Aspen Grove Capital, LLC

90 BENCHMARK ROAD

AVON, CO 81620

$5.24B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill paying services

Bill paying services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lydia Smith’s Registration & Firm History

CO

11/09/2023 - Present

Aspen Grove Capital, LLC (AVON CO)

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Licenses & Designations

IA

Issued 12/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lydia Smith.
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