Growstrong Wealth Strategies
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Overview
Growstrong Wealth Strategies operates as an advisory company that has its headquarters in Loveland, Colorado. The firm manages $84.2 million in assets under management across 714 accounts. The firm has a small team, including 11 financial advisors. Growstrong Wealth Strategies is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets such as options, equities and bonds.
Growstrong Wealth Strategies manages the majority of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by a portfolio manager without needing the customer's authorization. It also has 38 non-discretionary accounts with a total of $4.2 million in AUM. The company manages about $117,927 in assets for every client account. An average advisor at Growstrong Wealth Strategies administers about 65 client accounts, making it about average in terms of personalization.
The company's main office is at 1635 Foxtrail Drive, Loveland, Colorado 80538. Growstrong Wealth Strategies is permitted to provide services to customers throughout 20 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Growstrong Wealth Strategies by the Numbers
$84.2 million
11
714
$117.9 thousand
Products and Services
Growstrong Wealth Strategies offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. However, the company did not provide financial planning services to any of its accounts in the last fiscal year. The firm does sell products or offer services different than investment advice to its customers. The firm is affiliated with a number of other service providers in the financial services industry, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually vary depending on which services are provided. However, fee types billed by the firm most likely are comprised of the following fee types: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Growstrong Wealth Strategies.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm caters to retail investors, high net worth investors and pension plans. Out of its 714 customers, Growstrong Wealth Strategies's biggest client type by number of accounts is retail investors, though it also manages money for 17 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 4.51%
- Other Individuals - 91.25%
- Corporations - 4.24%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Growstrong Wealth Strategies does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Growstrong Wealth Strategies
Loveland, CO
Fort Collins, CO
Prairie Village, KS
Loveland, CO
Loveland, CO
Loveland, CO
Loveland, CO
Loveland, CO
Loveland, CO
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