Dividend Growth Strategies, Inc.
RIASEC Registered
Total AUM
$79.5M
Discretionary
$79.5M
100% of AUM
Avg account
$2.7M
Accounts
29
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 149464
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.86%
- Individuals2.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dividend Growth Strategies, Inc. is a privately held corporation that provides fee-based portfolio management for individuals and small businesses. The firm reports an owner of individual type and serves an individual & family client base on a percentage-of-assets-under-management fee model. Its advisory activity is focused on discretionary portfolio management; it is not identified as an active ESG investor, a multistate adviser, or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities80%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents6%
Contacts
1 of 1Lawrence George
PresidentCRD 1109736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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