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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-2009
- Office Locations
- 1
Office Locations
About Aspen Grove Investment Management, LLC
Aspen Grove Investment Management, LLC is a retail-focused RIA in Hayden, Idaho led by Managing Member and Wealth Advisor Michael Donnell Thompson. The firm provides portfolio construction and tax planning, and offers insurance-related services. Investment implementation centers on public funds, including ETFs and mutual funds, with allocations that may include municipal and investment-grade corporate bonds and cash. Custodies with Charles Schwab and Merrill Lynch.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Owner & Executives
MICHAEL DONNELL THOMPSON
Managing Member, Wealth Advisor
- CRD
- #1858393
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,490,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,490,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,490,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $906,521,873 | 16.4% |
| Equity - Exchange | $674,363,832 | 12.2% |
| Cash | $1,017,073,321 | 18.4% |
| Municipal Bonds | $1,199,483,210 | 21.7% |
| Corporate - Investment Grade | $1,730,130,159 | 31.3% |
| Total | $5,527,572,395 | 100.0% |