ASSET GROWTH ASSOCIATES WEALTH ADVISORS

RIASEC Registered
Total AUM
$14.2M
Discretionary
$14.2M
100% of AUM
Avg account
$117K
Accounts
122
Employees
2
Advisory reps
2

Firm details

Headquarters
BEAUMONT, Texas
CRD number
160090
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Asset Growth Associates Wealth Advisors is a small, privately owned advisory practice that manages portfolios for individuals and small businesses and acts as a selector of third‑party managers. The firm charges fees as a percentage of assets under management and describes itself as a capital allocator. It is not positioned as an ESG investor, does not operate as a multi‑state adviser, and is affiliated with an insurance company. Registration year with the SEC is not listed; the firm is classified as "Other (specify)" and has an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Cash & Cash Equivalents 14%86%
  • Public Funds/Mutual Funds86%
  • Cash & Cash Equivalents14%

Contacts

2 of 2
  • JEFFREY LEWIS

    Service RepresentativeCRD 7302840

  • LILLIAN HICKMAN

    CRD 8245175

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BEAUMONT, TX

JEFFERSON

Location

BEAUMONT, TX

Headquartered in BEAUMONT, TX, in the South of the United States.

Region
South
County
JEFFERSON
Address
1391 Calder Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth