Capital Flow Monitor · Placement agents

Aspen Wealth Planners Llc

Firm · Ross A Schmidt · CRD 118324

Real-estate raises

0

Lodging raises

0

All raises seen

1

Total offered

$50.0M

Licensed / soliciting in: CO

Raises placed

FiledIssuerIndustryRuleOffering% sold
2025-09-05 AmeriFunds Secured Income Fund II, LLC AZ Other 506(b) $50.0M 26.2%