THE GROWTH STAGE INC.

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
6
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 incorporated and registered with the SEC in 2020. Public filings characterize ownership as a combination of a foreign entity and an individual, and the firm is listed as an unclassified adviser. Reported attributes indicate it does not operate as a capital allocator and does not identify as an active ESG investor. It is not designated a multi-state adviser, and the firm does not report relationships as a pension consultant or related adviser. The firm has provided limited public detail about its business model, client segments, fee arrangements or advisory services. Available disclosures do not describe investment strategies, target client types, or service lines.

Assets & Accounts

Investments & Alternatives

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 6
  • ALEXANDER PEREZ

    SalesCRD 4299807

  • ANDREW SIMON ACTON

    Co-Founder & DirectorCRD 7200911

  • SIMON GRAHAME JOHN STEWART

    Member of the Board of DirectorsCRD 7209978

Unlock 3 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