INVESTGRO LLC

Overview

Investgro LLC operates as a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. Its advisory model leans toward fee-for-service arrangements, combining percentage-of-assets billing with hourly and flat-fee engagements to match different client needs. From an investment-policy perspective, Investgro is equity‑centric. The firm's filings show a strong preference for exchange‑traded equities as the primary building block for client portfolios, with mutual funds used for supplementary diversification. The firm also allocates to third‑party real estate managers as its chosen alternative sleeve. Investgro is not positioned as an ESG-focused or multi‑state adviser and does not list pension consulting or related‑adviser structures among its activities.

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Public Holdings

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Location & Offices