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Grow Rasmussen Consulting LLC

Grow Rasmussen Consulting LLC. CRD 118714

Grow Rasmussen Consulting LLC logo

CRD: 118714

Grow Rasmussen Consulting LLC

$58.7M Total AUM
$58.7M Disc. AUM
-- 3Y CAGR
4 Employees
115 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
SEI
Clients
Retail and Institutional
Platforms
--
Established Date
02-05-1999
Office Locations
1

Office Locations

12550 W Explorer Drive, #275 Boise ID

About Grow Rasmussen Consulting LLC

Grow Rasmussen Consulting LLC is a Boise-based RIA. The firm has been operating for 27 years. Managing $58.7M in total assets under management, with 3 advisory representatives. They custody assets with SEI.

Team overview

58 AVG AGE
$19.6M AVG AUM / ADVISOR
$510.8K AVG AUM / CLIENT
20.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
27yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
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Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

M

MATTHEW PATTEN GROW

Managing Partner

CRD
#4625577
Ownership
25% but less than 50%
Available
Available
Available
S

STEPHEN JAMES LARSON

Owner

CRD
#4555349
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

S

Scott Grow Lake

--

CRD
#8204490
Available
Available
Available
R

ROBERT CRAIG RASMUSSEN

--

CRD
#4555337
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $58,746,408 --
Non-Discretionary $0 --
Total $58,746,408 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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