GROW RASMUSSEN CONSULTING LLC

RIASEC Registered
Total AUM
$58.7M
Discretionary
$58.7M
100% of AUM
Avg account
$356K
Accounts
165
Employees
4
Advisory reps
5

Firm details

Headquarters
BOISE, Idaho
CRD number
118714
Fee structure
Percentage of AUM
Client types
  • HNWI62.67%
  • Pension & Profit Sharing Plans26.69%
  • Individuals10.41%
  • Other0.22%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Grow Rasmussen Consulting LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm provides fee-based financial planning and discretionary portfolio management for individuals and small businesses, and it also operates as an insurance broker. Its advisory fees are structured as a percentage of assets under management. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 93%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%93%
  • Public Funds/Mutual Funds93%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents2%

Contacts

3 of 5
  • MATTHEW GROW

    Managing PartnerCRD 4625577

  • ROBERT RASMUSSEN

    Partner, ShareholderCRD 4555337

  • Scott Lake

    Financial AdvisorCRD 8204490

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOISE, ID

ADA

Location

BOISE, ID

Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
12550 W Explorer Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth