GROWSTRONG WEALTH STRATEGIES

RIASEC RegisteredEst. 2021

Total AUM

$127M

Discretionary

$109M

86% of AUM

Avg account

$234K

Accounts

543

Employees

Advisory reps

Firm details

Headquarters: FORT COLLINS, Colorado
CRD number: 308299
Registered since: March 12, 2021
Website: www.growstrongwealth.com
Custodians: CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI49.6%
Pension & Profit Sharing Plans26.77%
Individuals23.62%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Growstrong Wealth Strategies is an independent, individually owned registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm acts as a capital allocator for both individual & family and institutional clients and combines fee arrangements (percentage of AUM, hourly, fixed and other fees) with product distribution activities such as insurance and other financial product sales. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services and educational seminars/workshops. The firm does not report an active ESG investing stance and operates as a single-state adviser.