The Growth Stage Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
306193
Registered since
December 9, 2020

Firm profile

FINTRX

Overview

The Growth Stage Inc. is organized as a corporation with a mixed ownership structure identified as both a foreign entity and individual owners. Public disclosures classify the firm as "Unclassified" and provide limited detail about its advisory model or client segmentation. The firm does not present itself as a capital allocator, does not report active ESG investing activity, and is not identified as a multistate or newly formed adviser. It also is not listed as a pension consultant or as having a related adviser relationship.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • David Amster

    David Amster

    Managing PrincipalCRD 2315254

  • Alexander Perez

    SalesCRD 4299807

  • Kimberly Ryan

    Kimberly Ryan

    FinOpCRD 4316310

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
1460 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth