MoneygroW.com ®
RIASEC Registered
Total AUM
$16.8M
Discretionary
$13.6M
81% of AUM
Avg account
$351K
Accounts
48
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 126275
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.02%
- Individuals36.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
MoneygroW.com ® is an independent, individually owned registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters. Its fee model is flexible, offering AUM-based fees alongside hourly and fixed-fee engagements. MoneygroW.com ® does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities82%
- Cash & Cash Equivalents16%
- US Government Bonds2%
Owners & executives
1 of 1
Frederick Ravid
President, CEOCRD 1663791
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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