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AGP Franklin, LLC

EST. AUM
$247,058,110

CONTACTS

CLIENT ACCOUNTS
733

Firm Details

Metro area Nashville
CRD Number 331699
Website aspengroveassetmanagement.com
Client types

Overview

Aspen Grove Asset Management is an independent wealth management and financial planning firm founded in 2007. Operating through AGP Franklin, LLC, a Registered Investment Adviser (RIA), the firm provides personalized investment advisory and wealth management services to individuals, families, and retirees. Aspen Grove develops customized investment strategies tailored to each client's financial goals, liquidity needs, and risk tolerance. Its investment philosophy emphasizes diversified portfolio construction, active risk management, and long-term financial planning to help clients preserve wealth, manage market volatility, and achieve lasting financial independence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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