GROWE CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- NEW CANAAN, Connecticut
- CRD number
- 338671
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Growe Capital Advisors, LLC operates as a limited liability company focused on providing financial planning and portfolio management services. The firm caters to both individuals and small businesses, as well as larger institutions. Their advisory activities include selecting other advisers, which indicates a breadth of investment strategies and manager allocations. While they do not actively engage in ESG investing, their approach is characterized by a traditional investment philosophy that emphasizes personalized financial solutions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Georg Wells
PrincipalCRD 7060093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW CANAAN, CT
FAIRFIELD
Location
NEW CANAAN, CT
Headquartered in NEW CANAAN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 125 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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