Leo Joseph Kraunelis
Investment adviser representative at Aspen Grove Capital, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$6.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Aspen Grove Capital, LLCJun 2018 to now
- Aspen Grove CapitalNov 2016 to Jan 2017
- Peterson Quantitative Resource CenterJan 2016 to May 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Aspen Grove Capital, LLC
$6.7BAssets managed
42Clients
9Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6978233
- Firm CRD
- 158166