GROWSTRONG WEALTH STRATEGIES

736 Whalers Way
Suite G100
Fort Collins, Colorado 80525
Tel: 866-535-2774

About GROWSTRONG WEALTH STRATEGIES

GROWSTRONG WEALTH STRATEGIES, formally registered with the SEC as GROWSTRONG WEALTH STRATEGIES. The firm was established in 03/12/2021. They have over 2 offices throughout the country.

GROWSTRONG WEALTH STRATEGIES is a Fort Collins, Colorado based Financial Planning firm with nearly $106,037,025 assets under management, offering retirement planning & investment advisory services to 702 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308299
SEC#	801-120506
Assets Managed by Firm	$106,037,025
No. of Clients	702
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	702	$106,037,025
Individuals (other than high net worth individuals)	299	$44,976,220
High net worth individuals	28	$39,387,596
Pension and profit sharing plans	22	$19,833,617
Charitable organizations	1	$1,839,592

More Retirement Planning firms in Fort Collins, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

Explore More Retirement Advisors in Fort Collins, Colorado

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.