Robert Lee Cluck

Employer firm

The Aspen Equity Group CRD 118282

$36.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1992 → Present
  The Aspen Equity Group
  Basalt, CO

Previous Registrations

• 1999-01-01 → 2011-12-31
  The Aspen Equity Group
  Basalt, CO

Other Businesses

AEG FUND ADVISORS, INC., WHICH IS INVESTMENT-RELATED. ADDRESS IS 255 GOLD RIVERS COURT #120, BASALT, CO 81621, OWNER. ESTABLISHED FEBRUARY 2001. APPROXIMATE HOURS PER MONTH DEVOTED TO THIS BUSINESS ARE FIVE TO TEN OR 5% OF TIME DURING SECURITIES TRADING HOURS. PORTFOLIO MANAGER FOR AN INVESTMENT FUND.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-11-25

Designations

• Certified Financial Planner

Other Names

• Bobby Cluck